Cathy Pareto MBA CFP
Coral Gables Florida

Women Empower Member Information

We provide women with financial planning and investment management services so they can maximize their wealth and secure their children's futures.

Cathy Pareto, MBA, CFP
Contact: Cathy Pareto, MBA, CFP
Phone: (305) 648-9814
2030 S. Douglas Rd., Suite 215
Coral Gables, FL 33134

EMail: info@cathypareto.com

Business Category: Financial Planning

Additional Information

Free initial consultation.

Cathy Pareto, MBA, CFP®, AIF® is the Founder and President of Cathy Pareto & Associates, Inc. For over twelve years, Cathy has been helping financial consumers and professionals understand the world of investments and finance with a sound, but down to earth money management approach. Money management does not have to be an intimidating and mystifying process. Cathy's belief is that there is more to investment management and financial planning than just the numbers. It takes commitment, clear communication and trust between the Advisor and the Client to plan out a strategy, and it requires the experience of a competent Advisor to execute that strategy.

For over a decade Cathy was a Senior Financial Advisor for another Miami based investment advisory firm, where she managed over $200 million in assets for high net worth clients and retirement plans. She has extensive experience in retirement issues, asset allocation, investment selection, investment management, education planning, estate planning coordination, and asset protection strategies. Additionally, she was an Adjunct Professor and Faculty Coordinator for the CFP® Program at Florida International University’s College of Business.

Educational Background

Cathy earned her BA in Finance and later her Executive MBA at Florida International University, graduating in the top 20% of her class and as a result she was inducted into the prestigious Beta Gamma Sigma Graduate Business Honors Society.

In the Media

Cathy Pareto’s articles have been published in periodicals and websites, including Women in Business, Investopedia.com, 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, The Sun Sentinel, CNNfn, Latina Magazine, Hispanic Trends, AARP's Segunda Edad, and many other financial publications. She has appeared on television and radio shows including CNBC’s “Power Lunch”, WLRN/NPR’s “Topical Currents", “Wealth & Wisdom”, Total Picture Radio, Landed Radio and more.

Keywords:  financial planning, investment management, financial planning for women, women and money, women and investing, retirement planning for women, divorce planning for women

Member Since: June 2008