Cathy Pareto

Further information about Cathy Pareto:

Cathy Pareto, MBA, CFP(R), AIF(R) 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.

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 Juventud, 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.

Cathy is very active in the business community and non-profit organizations and sits on multiple Board's.

Compensation and Fee Structures:

$250/hour for financial planning projects. Portfolio management clients pay a sliding fee schedule that starts at 1% but decreases as the portfolio grows.

Licenses, Certifications & Affiliations:

CFP Designation, Executive MBA, Accredited Investment Fiduciary

Member of National Association of Personal Financial Advisors (NAPFA) and Financial Planning Association (FPA)

Education:

Bachelors in Finance, FIU 1995
Executive MBA, FIU 2006

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Further information about Cathy Pareto & Associates, Inc.:

(Size of firm: 0-9 advisors)

Cathy Pareto and Associates is an independent Fee-Only investment management and financial planning firm. We provide personalized ongoing or hourly based financial planning and investment management services to:
* Individuals
* Families
* Women
* Retirees & Pre-Retirees
* Small Business Owners

More and more individuals and families are using the services of fee-only independent advisors to help them with their personal financial plans and investments. The reason for this trend is simple, with a fee-only advisor you have a dedicated and unbiased professional that not only has your best interest at heart, but also adheres to the highest standards of ethics within an industry plagued by frauds and glorified salespeople.