• 20+ years of professional experience in wealth management.
  • Freelance editor for Investopedia's site-wide initiative to update and improve existing content for 23 million unique monthly visitors.
  • Founder and President of Cathy Pareto & Associates, Inc.

Experience

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 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, Young Lawyers Division of American Bar Association and more. Her media contributions include quotes in BusinessWeek, The Wall Street Journal, Bloomberg News, The Miami Herald, The Sun Sentinel, Latina Magazine, Hispanic Trends, AARP’s Segunda Juventud, and others. 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”, and more.

Education

Cathy received her MBA and BA in finance from Florida International University, graduating in the top three of her class.

Quote from Cathy Pareto

"I love helping people and sharing the knowledge that I've obtained through the years. Education is empowering. So why not spread knowledge to those who might be interested in learning?"