| Investment Management and Financial Planning |
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Cathy Pareto, MBA, CFP® - President & Founder
Cathy Pareto, MBA, CFP® is the Founder and President of Cathy Pareto & Associates, Inc,
and SEC Registered Investment Advisor in Coral Gables, FL. For nearly fifteen years,
Cathy has been helping financial consumers and professionals understand the world of
investments and personal 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.
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’s 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.
Click here to listen to and read some of these interviews.
You can also check out our video library.
Professional Memberships
Professional Accolades
Nina Arguello - Client Service Associate
Nina Arguello brings a wealth of experience in process improvement and operations
management. She is responsible for new account administration, processing
administrative client requests, preparation of client reports, general office administration
and more. She also serves as the liaison between our clients and the institutional
custodian. Nina is a graduate of Texas A&M University where she earned a degree in
engineering. She is fluent in both English and Spanish, and has a basic understanding of
German.
Cathy Pareto, MBA, CFP® is the Founder and President of Cathy Pareto & Associates, Inc,
and SEC Registered Investment Advisor in Coral Gables, FL. For nearly fifteen years,
Cathy has been helping financial consumers and professionals understand the world of
investments and personal 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.
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’s 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.
Click here to listen to and read some of these interviews.
You can also check out our video library.
Professional Memberships
- Greater Miami Estate Planning Council - Current Member of the Board of Directors
- NAPFA National Association of Personal Financial Advisors - South Region Board
Member 2007-2009 - Florida International University Executive MBA - Current Member of Professional
Advisory Board - Financial Planning Association - Current Member
- Dade Community Foundation, GLBT Projects Fund, Professional Advisory
Committee member
Professional Accolades
- Worth Magazine, Top 250 Wealth Advisors 2008
- 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
Nina Arguello - Client Service Associate
Nina Arguello brings a wealth of experience in process improvement and operations
management. She is responsible for new account administration, processing
administrative client requests, preparation of client reports, general office administration
and more. She also serves as the liaison between our clients and the institutional
custodian. Nina is a graduate of Texas A&M University where she earned a degree in
engineering. She is fluent in both English and Spanish, and has a basic understanding of
German.
About Us
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read, understand and will abide by our terms of use, legal notices, and disclaimers.
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| Cathy Pareto, CFP®, AIF®, MBA President & Founder |
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| Cathy Pareto, CFP®, AIF®, MBA President & Founder |
| Cathy Pareto, CFP®, AIF®, MBA President & Founder |
| Cathy Pareto, CFP®, AIF®, MBA President & Founder |
| Nina Arguello Client Service Associate |
