About My Practice
Catalyst Wealth Management was created to provide the public with comprehensive financial planning and investment management advice.
Our planning process is designed to meet the Wealth Objectives that we determine together. Wealth Objectives are the items that are important for you to accomplish through this process. We have the commitment to listen to our clients and ask the right questions. We get to know our clients and to understand what is important to them.
Before we recommend any product or service, we ask questions and get a clear understanding of your circumstances and financial objectives. We then analyze your insurance, savings and investment portfolios to identify any gaps that may exist. This team of skilled advisors, analyzing your financial situation, utilizes the latest technology and planning tools.
We will provide you with suggestions to fill in the gaps or to help you reach your objectives more efficiently. Our recommendations must meet the objectives that together we have determined to be important.
If our recommendations make sense to you, we will work with you to implement them and help you secure the required products and services.
Because your financial situation is bound to change, we will work with you over time through periodic reviews to help you monitor your strategy and its ability to continue to meet your objectives. Ideally we desire to have quarterly review meetings scheduled for 2 years in advance. Catalyst Wealth Management advisors also have technology available through the Catalyst Wealth Portal to monitor your financial situation and contact you if necessary prior to your scheduled review meeting.
Chris Pullaro co-founded Catalyst Wealth Management to help clients reach their life goals by providing objective financial guidance. Catalyst Wealth Management is a fee-based financial planning firm. In addition, Mr. Pullaro is also President and CEO of Axiom Holdings, an Atlanta based Real-Estate Investment and Property Management organization and Managing Director of Lighthouse Capital Management, an income tax strategy company.
Mr. Pullaro began his career with Ernst and Young, LLP where he worked for 6 years consulting for small businesses and wealthy individuals. Before founding Catalyst Wealth Management, Chris worked for The Johnson Financial Group as well as performing private practice consulting for GE Power Systems and other Silicon Valley software companies.
Mr. Pullaro is a Certified Financial Planner™ practitioner, CPA and a investment advisor representative. His experience includes 9 years in financial planning and over 15 years in strategic planning. He is also a member of the Financial Planning Association (FPA), GA Society of CPAs and the National Association of Insurance and Financial Advisors (NAIFA).
Mr. Pullaro earned a Bachelor’s of Science in Accounting degree from the University of Delaware . Mr. Pullaro lives in Cumming , GA with his wife Jane and his two children, Ryan and Aidan
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 65
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
Triad Advisors, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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