Amy Cattelino

CFP®, AIF®

Pure Financial Advisors, LLC

Financial Planner

Amy Cattelino

CFP®, AIF®

Pure Financial Advisors, LLC

Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Amy Cattelino, CFP®, AIF®

619-814-4100

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Meet Amy Cattelino

Amy Cattelino has always believed financial planning is the best tool towards reaching financial goals. She originates from a family of engineers, which has led her work for clients being technical, logical, and detailed. As a CERTIFIED FINANCIAL PLANNER™ professional, Amy is constantly scanning tax and retirement laws and facts for her clients, to ensure no strategy is missed.

Before joining Pure Financial, Amy worked with a wealth management firm that specialized in financial planning. She was head of the Financial Planning and Client Service team, all while managing clients at the same time.

Amy graduated from California State University, Fullerton with a Bachelor’s Degree in Business Administration, Finance with a focus on Personal Financial Planning. During her studies, she spent a summer semester abroad in Heidelberg, Germany, and took classes in International Economics and Foreign Policy. Prior to working with a fee-only financial advisory firm, Amy held the FINRA Series 7 and 66 financial licenses, as well as a CA Life, Accident & Health Insurance License (L&D).

Amy grew up in North Orange County and moved her life to San Diego for Pure Financial. During her free time, she enjoys working out at spin and yoga classes, trying new restaurants, and going to the dog beach with her Dobermans Maci, Sage, and her partner Scott.

Amy Cattelino is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Amy Cattelino is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Amy Cattelino

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Office Locations:

  • 3131 Camino Del Rio N
    Suite 1550
    San Diego, CA 92108

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