Get More than Just Investment Management

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 Miami Financial Planner and Investment Management company serving the needs of clients throughout the state of Florida. Our company also helps clients in other states and in other countries.

Be More than Just Another Account You Deserve More

One of the biggest complaints 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.

Learn more about Our Services


Who We Serve

Individuals Planning
For Retirement

Physicians &

Small Business


Modern Families


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.

When you work with Cathy Pareto and Associates you will experience the difference it makes to have a knowledgeable Advisor who is truly your financial partner. We not only help you with your investments, we help you stay on target so you can live your life with peace of mind.

Contact Us today to find out how we can help you

What You’ll Experience

Objective Advice
Knowledgeable Team
Personalized Service
Fiduciary Standards


From Our Blog

We’ve Moved!

Please note our new address effective today. But don’t worry everyone is till working safely from home.   901 Ponce De Leon Blvd., Suite 501 Coral Gables, FL 33134 Read More

Our Clients Can Count On Us

In these very difficult times we understand that anxiety runs high and access to your Advisor is important. We are here for you to answer questions, help you navigate through the challenges, and make adjustments... Read More