Cathy Pareto

Cathy Pareto, MBA, CFP®, AIF, is the founder and president of Cathy Pareto & Associates, Inc., Investment Management and Financial Planning. Pareto has more than 12 years of experience in the financial services industry. After a 10-year engagement as a senior financial advisor with a large investment management firm, Cathy decided to pursue her passion for helping individuals, families, small businesses, young executives, and other professionals with substantial investable assets, but who fall below most large investment advisory firms' account minimum requirements.

Pareto's belief is that there is more to investment management and financial planning than just the numbers. It takes commitment, effective communication and trust between the advisor and the client to plan out a strategy, and it requires the experience of a competent advisor to execute that strategy.

Professional Experience

Pareto has extensive experience counseling clients on portfolio construction, retirement issues, education planning, estate planning, and asset protection strategies. She frequently lectures on investment and personal finance topics for various organizations in her community. Additionally, she was an adjunct professor and faculty coordinator for the CFP® program at Florida International University's College of Business.



Educational Background

Pareot earned her bachelor's degree in finance and later her executive MBA at Florida International University, graduating in the top 20% of her class; as a result she was inducted into the prestigious Beta Gamma Sigma Graduate Business Honors Society.



In the Media

Cathy Pareto's articles have been published in periodicals and websites, including Women in Business, Investopedia.com, Miami Medicine, Florida Medical Business, AccountantsWorld.com, My Financial Advisor, Indexfunds.com, and Fundsinteracctive.com. Her media contributions include quotes in BusinessWeek, The Wall Street Journal, The Sun Sentinel, CNNfn, Latina Magazine, Hispanic Trends, AARP's "Segunda Edad", and many other financial publications. She has appeared on television and radio shows including CNBC's "Power Lunch", NPR's "Topical Currents" in South Florida, WXEL's "Wealth & Wisdom", Total Picture Radio, Landed Radio and more.



Professional Memberships

  • Greater Miami Estate Planning Council - Current Member of the Board of Directors
    United Way of Miami Dade Young Leaders - Current Member
  • National Association of Personal Financial Advisors (NAPFA) - Current South East Region Board Member
  • Florida International University Executive MBA Program - Current Member of Professional Advisory Board
  • Financial Planning Association - Current Member
  • Greater Miami Jewish Federation - Professional Advisory Committee
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  1. Bonds & Fixed Income

    Achieving Better Returns In Your Portfolio

    We look at three risk factors that best explain the bulk of equity performance.
  2. Active Trading Fundamentals

    Understanding Investor Behavior

    Discover how some strange human tendencies can play out in the market, posing the question: are we really rational?
  3. Retirement

    Estate Planning Must-Haves For Unmarried Couples

    Society provides benefits to those who wed and punishes those who don't. Find out how to protect yourself.
  4. Retirement

    Pick The Perfect Trust

    Trusts are an estate plan's anchor, but the terminology can be confusing. We cut through the clutter.
  5. Investing

    Measure Your Portfolio's Performance

    Learn three ratios that will help you evaluate your investment returns.
  6. Retirement

    Will Your Retirement Income Be Enough?

    Find out how to determine whether you're on the path to a comfortable retirement, or financial ruin.
  7. Mutual Funds & ETFs

    Protect Your Foreign Investments From Currency Risk

    Hedging against currency risk can add a level of safety to your offshore investments.
  8. Mutual Funds & ETFs

    ETFs: How Did We Live Without Them?

    These funds burst onto the scene in 1993 and have continued to provide new opportunities for investors since.
  9. Home & Auto

    New Wheels: Lease Or Buy?

    These two major ways to obtain a car have very different advantages and drawbacks. Find out which is best for you.
  10. Home & Auto

    Introduction To International REITs

    Avoid being left behind as REITs expand beyond U.S. borders.
  11. Mutual Funds & ETFs

    Active ETFs: Higher Cost Vs. Added Value

    Choosing between passive and active ETFs depends on your beliefs about active management's value.
  12. Mutual Funds & ETFs

    Mutual Fund Or ETF: Which Is Right For You?

    Learn the differences between these investment products and how to take full advantage.
  13. Mutual Funds & ETFs

    Digging Deeper Into Mutual Fund Names

    Go beyond the name and find out if that fund fits into your portfolio.
  14. Credit & Loans

    Credit And Debt Management

    America is addicted to debt. Learn how to manage your credit and keep debt from ruining your life.
  15. Fundamental Analysis

    A Deeper Look At Alpha

    The Jensen index helps investors compare realized returns to what should've been achieved.
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