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Home > Financial Planner Directory > Florida > Coral Gables > Cathy Pareto, CFP®, MBA

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Cathy Pareto, CFP®, MBA

Cathy Pareto & Associates, Inc.

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

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Charitable & Planned Giving
Annuities
Asset Allocation
Career Change
Estate Planning
Investment Management
Getting Divorced
Mutual Funds
Getting Married
Job Loss
Insurance
Life Planning
Retirement
Stocks & Bonds
Starting a Family
Succession Planning
Sudden Wealth
Nontraditional Households
Women's Finances

How Planner Charges

Fee Only

Considerations: We have a Director of Financial Planning on staff to assist with our clients' planning needs. Team credentials include CPA, CFP® and MBA. Call us to day for a free consultation.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.