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Cathy Pareto and Associates

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2332 Galiano Street, 2nd Floor,
Coral Gables, FL 33133
(305) 728-7234
(305) 285-0725 Alt
info@cathypareto.com
025750640-080256729

Business DetailsAdd More Info

Products & Services 
  • Advisor Searches
  • Asset Management
  • Bonds
  • Consultations
  • Diversification
More
  • Advisor Searches
  • Asset Management
  • Bonds
  • Consultations
  • Diversification
  • Equity Investments
  • Family Financial Planning
  • Financial Management
  • Foreign Bonds
  • Index Funds
  • Individual Retirement Accounts
  • Inheritance Planning
  • Investment Advisors
  • Investment Planning
  • Investments
  • IRA Rollovers
  • Mutual Funds
  • No Load Funds
  • Retirement Planning
  • Roth Individual Retirement Accounts
  • SEP Individual Retirement Accounts
  • Stock Investments
  • Wealth Management
Less

Additional Information 
Hourly fee only financial planning and ongoing investment management

Customers Served 
Residential

Emergency Service 
Emergency service available

Specialties 
  • Retirement, Financial Planning, Investment Management

Certification & Affiliations 
  • CFP, MBA, AIF
  • NAPFA, FPA, CFP Board of Standards, Estate Planning Council

Areas Served 
Nationwide

Languages Spoken 
  • English
  • Spanish
 
View All

Products & Services 
  • Advisor Searches
  • Asset Management
  • Bonds
  • Consultations
  • Diversification
More
  • Advisor Searches
  • Asset Management
  • Bonds
  • Consultations
  • Diversification
  • Equity Investments
  • Family Financial Planning
  • Financial Management
  • Foreign Bonds
  • Index Funds
  • Individual Retirement Accounts
  • Inheritance Planning
  • Investment Advisors
  • Investment Planning
  • Investments
  • IRA Rollovers
  • Mutual Funds
  • No Load Funds
  • Retirement Planning
  • Roth Individual Retirement Accounts
  • SEP Individual Retirement Accounts
  • Stock Investments
  • Wealth Management
Less

Additional Information 
Hourly fee only financial planning and ongoing investment management

Customers Served 
Residential

Emergency Service 
Emergency service available

Ownership 
  • Female Owned

Appears in the Categories

  
  • Financial Planning Consultants & Services,
  • Investment Advisory Services,
  • Retirement Planning Consultants & Services

    • Specialties 
    • Retirement, Financial Planning, Investment Management

    Certification & Affiliations 
    • CFP, MBA, AIF
    • NAPFA, FPA, CFP Board of Standards, Estate Planning Council

    Areas Served 
    Nationwide

    Languages Spoken 
    • English
    • Spanish

    Description 
    Cathy Pareto and Associates in Coral Gables, FL serves Residential customers in Nationwide. We specialize in Retirement, Financial Planning, Investment Management in Nationwide. We are proud to have...
    More
    Cathy Pareto and Associates in Coral Gables, FL serves Residential customers in Nationwide. We specialize in Retirement, Financial Planning, Investment Management in Nationwide. We are proud to have the following certifications and affiliations - CFP, MBA, AIF, NAPFA, FPA, CFP Board of Standards, Estate Planning Council. Cathy Pareto and Associates is a Female Owned business. We are happy to serve multilingual customers Emergency services are also available.Less
     
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