Cathy Pareto

CFP®, MBA

Cathy Pareto and Associates

Financial Advisor

Cathy Pareto

CFP®, MBA

Cathy Pareto and Associates

Financial Advisor

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

Fee Only Financial Planner Located in Coral Gables / Miami, FL and Serving Clients Nationwide

Cathy Pareto is a Coral Gables, FL fee-only financial planner. Cathy Pareto and Associates provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Cathy Pareto is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Cathy Pareto, MBA, CFP®, is the Founder and President of Cathy Pareto & Associates, Inc., which has been named in Forbes as one of the Top 10 Most Dependable™ Wealth Managers for Women in the U.S. as well as being selected to Worth Magazine’s list of America’s Top Wealth Managers for 2008.

For nearly twenty years, Cathy has been helping affluent investors achieve their financial objectives. She has extensive experience in retirement issues, asset allocation, investment selection, investment management, education planning, estate planning coordination, and asset protection strategies. Cathy also serves as an “expert witness” in legal matters.

Educational Background

Cathy earned her BA in Finance and later her Executive MBA at Florida International University, graduating in the top three of her class and as a result she was inducted into the prestigious Beta Gamma Sigma Graduate Business Honors Society. Additionally, she was an Adjunct Professor and Faculty Coordinator for the CFP® Program at Florida International University’s College of Business.

In the Media

Cathy Pareto is a sought after source for the financial media.  Her articles have been published in numerous periodicals and websites, including Forbes.com, Yahoo Finance, Investopedia, Women in Business, Miami Medicine, Florida Medical Business, AccountantsWorld.com, My Financial Advisor, Indexfunds.com, and Fundsinteracctive.com.  Her media contributions include quotes in BusinessWeek, The Wall Street Journal, Bloomberg News, The Miami Herald, The Sun Sentinel, CNNfn, Latina Magazine, Hispanic Trends, AARP’s Segunda Juventud, and many other financial publications. She has appeared on numerous television and radio shows including  CNBC’s “Power Lunch”,  Fox Business News “Your Questions, Your Money”, NBC’s “South Florida Today”, WLRN/NPR’s “Topical Currents”, “Wealth & Wisdom”, Total Picture Radio, Landed Radio and more.

Professional Memberships

  • Greater Miami Estate Planning Council  -  Board of Directors 2006-2012
  • NAPFA National Association of Personal Financial Advisors – South Region Board Member 2007-2009
  • Florida International University Executive MBA – Professional Advisory Board
  • Financial Planning Association – Past Member of the Board of Directors
  • The Miami Foundation – GLBT Projects Fund, Past Professional Advisory Committee member

Professional Accolades

  • Forbes Magazine, Top Ten Most Dependable Wealth Managers for Women in U.S. (Goldline Research), 2008
  • South Florida Business Journal, 40 Under 40 List, Class 2009 – honoring the region’s best and brightest professionals under 40 years old for their professional success and community involvement

Cathy is fluent in both English and Spanish.  In her spare time Cathy enjoys spending time with her family, volunteering in the community, listening to music, and traveling.

Cathy Pareto is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

We believe you can achieve a more secure financial future by having a complete view of your finances, and by having a clear strategy to help you attain your goals. This is the reason why we begin every client engagement with a personalized financial plan that includes more than just investment recommendations. After all, your investments are just a piece of your overall financial picture.

Cathy Pareto and Associates is a fee-only financial planning and investment management firm dedicated to helping clients achieve financial security.  Our services include wealth management, retirement planning, asset management and more.

We work with clients going through different stages of their lives including:

  • Working Towards Retirement
  • Approaching Retirement
  • Retiring or Already Retired
  • Going through a Divorce
  • Planning After the Loss of a Spouse

Be More Than Just Another Account

The single biggest complaint investors have about their current relationship with their Financial Advisor is that they feel like a number. They seldom get the personalized service or advice they deserve.

When you work with Cathy Pareto and Associates you will experience the difference it makes to have a well-rounded, knowledgeable, objective and experienced financial advisor on your side that truly understands you and cares about helping you meet your goals.

We bring the human aspect back into financial planning and investing.

Your Personal Financial Helpline

We do more than just create financial plans or invest your assets; we help you make better financial decisions. When you have questions related to insurance needs, buying versus leasing, saving, buying a home, investing, retirement or other, you can call us. We serve as your sounding board to help you make informed decisions that will impact your financial future. That’s what makes our Advisors different. It’s like having your own personal financial help-line.

We want to be there for you every step of the way to help you navigate the often complex life changes that will affect your financial future.

Cathy Pareto and Associates is based in Coral Gables, FL, but we serve clients around the country and around the world.

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

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Women in Transition

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Cathy Pareto is a NAPFA-Registered Financial Advisor

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

  • Certified Financial Planner (CFP)
    Cathy Pareto is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Cathy Pareto

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Office Locations:

  • 2030 South Douglas Road
    Suite 215
    Coral Gables, FL 33134

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