Amy Cattelino (AIF®, CFP®)

Amy Cattelino focuses in the
following client markets or areas of practice:

Business Owners

Charitable Giving

Federal Employees

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Additional Information

Amy has always believed financial planning is the best tool towards reaching financial goals. She originates from a family of engineers, which has led her work for clients being technical, logical, and detailed. As a CERTIFIED FINANCIAL PLANNER™ professional, Amy is constantly scanning tax and retirement laws and facts for her clients, to ensure no strategy is missed.

Amy graduated from California State University, Fullerton with a Bachelor’s Degree in Business Administration, Finance with a focus on Personal Financial Planning. During her studies, she spent a summer semester abroad in Heidelberg, Germany and took classes in International Economics and Foreign Policy.