Cathy Pareto, MBA, CFP®, is the Founder and President of Cathy Pareto & Associates, Inc., which has been named in Forbes as one of the Top 10 Most Dependable™ Wealth Managers for Women in the U.S. as well as being selected to Worth Magazine’s list of America’s Top Wealth Managers for 2008.
For more than twenty years, Cathy has been helping affluent investors pursue their financial goals and objectives. She has extensive experience in retirement issues, asset allocation, investment selection, investment management, education planning, estate planning coordination, and asset protection strategies. Cathy also serves as an “expert witness” in legal matters.
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.
Cathy Pareto is a sought after source for the financial media. Her 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.
- Greater Miami Estate Planning Council – Board of Directors 2006-2012
- NAPFA National Association of Personal Financial Advisors – South Region Board Member 2007-2009
- Financial Planning Association – Past Member of the Board of Directors
- The Miami Foundation – GLBT Projects Fund, Professional Advisory Committee member
- St. Stephen’s Episcopal Church – Member of the Vestry, Term 2018-2021
- 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
Cathy is fluent in both English and Spanish. Cathy enjoys spending time with her family, volunteering in the community, listening to music, and traveling.
Louis Benjamin Carpenter, III, CFP®,CPA
Louis “L.B.” Carpenter CFP®, CPA, is a practicing Certified Public Accountant in the state of Florida and also has a wide range of wealth management experience. He also serves as Financial Advisor to many of our wealthy clients.
L.B. has been actively involved in public accounting for nearly thirty five years. He is a graduate of the University of Kansas where he obtained a bachelor’s degree in business administration and Naval Science and later an MBA in Finance and Accounting. He also later obtained a Master of Science in Taxation from Florida International University, and was a Senior Tax Manager at Pricewaterhouse Coopers. Like the other advisors in our firm, L.B. is a CFP® practitioner and holds the series 65 license with FINRA. LB’s professional memberships include the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.
In his spare time, L.B. enjoys sailing, reading and traveling.
Alexandra Caraballo, CFP®
Financial Planner Associate
Alexandra is an integral part of our client services team. She is responsible for preparing and updating financial plans and investment portfolios so that our clients are able to meet their long term individual financial goals. Alexandra has experience in the insurance and investment industry and has a strong passion for helping clients protect their families and businesses. In addition to serving clients directly, she also supports our other advisors in creating a solid financial foundation for clients during their accumulation, distribution, and wealth transfer phases. She has a Bachelor of Science in Finance from Pennsylvania State University. Alexandra has also successfully completed both the College for Financial Planning certificate course for financial planners as well as the Certified Financial Planner Board of Standards examination.
Alexandra was born in Venezuela but grew up in Miami where she has strong community ties. She is the President of the Coral Gables Firestorm networking group and the District Director of Miami for the South Florida Young Professionals. She also likes to work with non-profit organizations such as Children’s Bereavement Center, Live Like Bella, and The Woody Foundation. Alexandra is fluent in English and Spanish and conversational in French. She loves to travel, dance, and spend time with her family.
Nina Arguello brings a wealth of experience in process improvement, operations management and financial planning. She is responsible for new account administration, processing administrative client requests, preparation of client reports, cost basis data management, daily account reconciliations, income distribution, general office administration, assisting with corporate compliance procedures and more. She serves as the liaison between our clients and the institutional custodian. Nina is also responsible for developing and maintaining strict operational controls to ensure that clients receive accurate and timely information.
Nina is a graduate of Texas A&M University where she earned a degree in engineering and graduated with Cum Laude honors . Nina successfully completed both the College for Financial Planning certificate course for financial planners as well as the Certified Financial Planner Board of Standards examination. Nina is fluent in both English and Spanish, and has a basic understanding of German. Nina enjoys spending time with family, volunteering at her church and swimming.
Karla is responsible for overseeing all marketing, client communications and corporate strategic planning at Cathy Pareto and Associates. Karla has over ten years of experience within the wealth management industry and five years of experience working for global technology firms, where she managed global teams within the corporate finance department. She is a results oriented professional, a key adviser, creative problem solver, skilled leader, team player, and astute at process improvement.
Karla has Bachelor of Business Administration and a Master of Business Administration degree from Florida International University.
Karla is fluent in both English and Spanish, and has a basic understanding of French. Karla is an avid reader, enjoys traveling, cooking and spending time with her family.