Catherina Pareto (CFP®, MBA)

Catherina Pareto focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Cathy Pareto & Associates, Inc. is a full service investment management and financial planning firm based in Miami, FL. Ms. Pareto, prior to starting her own firm, served for over ten years in a Senior Advisor and management position for another local NAPFA firm. The firm has a strong background in investment management, retirement planning, and asset protection planning. The firm serves the wealth management needs of young professionals, people changing jobs, retirees, unmarried couples and divorced or widowed women. Additionally, Cathy Pareto & Associates, Inc. works with small businesses and business owners in the establishment and ongoing management of corporate retirement plans, including but not limited to 401k plans, SEP IRA’s, Solo 401k’s, Profit Sharing Plans and Defined Benefit Plans. Cathy Pareto & Associates, Inc. is an independent Registered Investment Advisor.

Additional Information

Cathy Pareto holds an MBA from the (Florida) top ranked Florida International University (FIU) Executive MBA program. Her academic efforts earned her an induction into the prestigious Beta Gamma Sigma Honor Society. Cathy also earned her Bachelor's in Finance at FIU and is also a CERTIFIED FINANCIAL PLANNER® practitioner. Cathy frequently conducts seminars and media interviews on topics such as retirement planning, women and money, asset protection planning, and investment theory. She served as the Faculty Coordinator for the CFP® Program at FIU’s College of Business, where she also taught as an Adjunct Professor. She now serves on the Professional Advisory Board of FIU’sExecutive MBA program. Cathy has published numerous financial articles in periodicals and websites including Investopedia, Miami Medicine, Florida Medical Business, AccountantsWorld.com, and more. Her media contributions also include quotes in BusinessWeek, The Wall Street Journal, The New York Times, The Sun Sentinel, Latina Magazine, AARP's Segunda Edad, and many other financial publications. She has appeared on television and radio shows including CNBC’s “Power Lunch”, Fox Business, NPR's "Topical Currents", WXEL’s “Wealth & Widsom Show”, Total Picture Radio and more. Cathy is a former Board Member of the South Region NAPFA Board, a Board member of the Estate Planning Council of Greater Miami and the FIU Executive MBA Advisory Board.

NAPFA Start Date

March 08, 2004

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This Office

2030 S Douglas Rd Ste 215 Coral Gables, FL 33134-4620 Phone: (305) 648-9814 Fax: (305) 675-7652