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| Investment Management and Financial Planning |
Time for a New Strategy?
Unhappy with your current Investment Advisor or Investment Strategy? Do you
sense your Advisor may not have your best interest at heart? Feel like they don't
listen to your concerns, are disengaged or worse yet, they avoid your phone
calls? Maybe it's time for a new strategy and a different type of relationship.
Contact us to find out how we are different. Fill out our request for information form
Don't Be 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 they deserve.
When you work with Cathy Pareto and Associates you will experience the
difference it makes to have a knowledgeable Advisor who truly understands you
and cares about helping you meet your goals. Experience a more personal
approach to financial planning and investing. To us you will never be just another
account.
Working With an Independent
Fee-Only Advisor
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:
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 fiduciary, 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. Listen to Cathy in her own
words about what it means to be a fiduciary.
Please take a moment to review our Code of Ethics.
Videos of Interest
Take a look at some of our favorite video presentations here.
In The Media
8/27/2010 Miami Herald Interviewed Cathy in
"Same-sex couples face myriad legal, financial
hurdles".
8/12/2010 Miami Today Interviewed Cathy in
" Financing's Vicious Circle Dilemma Leaves
Small Business Stuck in Limbo".
7/1/2010 Investment Advisor Magazine featured
Cathy in an article about business succession
planning.
6/30/2010 Forbes.com published Cathy's article
"Understanding Investor Behavior".
6/7/2010 Morningstar.com published Cathy's
article "Exposing the Fallacy of the Lost Decade".
5/7/2010 Miami Herald/WLRN Radio interviewed
Cathy in a story about parents using their
children's credit for auto transactions. Listen here.
4/27/10 NBC6 South Florida Nightly News
featured Cathy on a recent "Shrink Your Bills"
segment. Click here to watch.
4/12/10 The Saturday Evening Post quotes
Cathy in "Why it Pays to Diversify".
3/31/10 NBC6 "South Florida Today" featured
Cathy as a guest to discuss personal finance
matters. Click here to watch.
2/18/10 AOL DailyFinance.com quotes Cathy in
Jean Chatzy's article "Retirement Investing: Tips
for Creating the Proper Asset Allocation"
1/6/10 Wall Street Journal Check out Cathy's
comments regarding managing risk in the
"Voices" section.
12/19/09 Fox Business News Don't miss Cathy
on Saturday from 11 am EST to noon on "Your
Questions, Your Money".
11/9/09 The Daily Business Review hosted their
seventh annual Wealth Management Roundtable
and invited seven South Florida advisors to
discuss various financial topics. Check out
Cathy's comments in the video highlights.
9/30/09 More Magazine quotes Cathy in Jean
Chatzy's article "7 Money Lies and 3 Truths for the
New Economy".
Visit our Media Room for a complete list of
media interviews and quotes Click here
Become a Facebook Fan
Wealth Building Strategies Blog
Click here
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| (c) 2010 Cathy Pareto & Associates, Inc. All rights reserved |
The right to download, store and/or output any material on this Web site is granted for viewing use only. Use or viewing of this site acknowledges that you have
read, understand and will abide by our terms of use, legal notices, and disclaimers.
read, understand and will abide by our terms of use, legal notices, and disclaimers.
Cathy Pareto And Associates has been honored by Worth Magazine to be included in its annual list of top 250 Wealth Advisors in the US. October 2008 Edition. |
Let's Talk!
We invite you to schedule a meeting with us for a review
of your financial situation. Call us today at:
We are a Miami, Florida based financial planning and
investment firm, but serve clients around the world.
We invite you to schedule a meeting with us for a review
of your financial situation. Call us today at:
We are a Miami, Florida based financial planning and
investment firm, but serve clients around the world.
