Cathy Pareto

  • • 20 years experience in wealth management.
  • • Freelance editor for Investopedia's site-wide initiative to update and improve existing content for 23 million unique monthly visitors.
  • • Financial media source.

 

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 earned her BA in Finance and later her Executive MBA at Florida International University, graduating in the top three of her class and as a result she was inducted into the prestigious Beta Gamma Sigma Graduate Business Honors Society.

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 BBA in Finance from Florida International University.

Quote from Cathy

"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?"

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Investopedia and Dotdash

Investopedia helps you understand complex financial concepts, learn and improve your investing skills, and learn how to manage your money. Whether you’re in a classroom, a boardroom or your living room, our editors and network of financial advisors and experts have answered your questions and proudly earned your trust since 1999. Investopedia is part of Dotdash, a collection of some of the web’s largest and most trusted digital media brands.

 

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  1. High Net Worth Strategy

    Pick the Perfect Trust

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

    New Wheels: Lease or Buy?

    Buying or leasing a car both have advantages and drawbacks. Find out which is best for you.
  3. ETFs

    Protect Your Foreign Investments From Currency Risk

    Hedging against currency risk can add a level of safety to your offshore investments. Find out more about currency risk analysis ...
  4. Mutual Funds

    Digging Deeper Into Mutual Fund Names

    Go beyond the name and find out if that fund fits into your portfolio.
  5. Trading Strategy

    Understanding Investor Behavior

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

    Mutual Fund Vs ETF: Which is Right For You?

    Want to invest but don't understand the difference between investment products? Here we explain ETFs vs. Mutual Funds and ...
  7. ETFs

    Want ETFs But Hate To Buy And Hold? Try Active ETFs

    Choosing between passive and active ETFs depends on your beliefs about active management's value.
  8. Retirement Savings

    How to Cure an Ailing 401(k)

    High-cost, outdated plans can keep your retirement portfolio from thriving. Here's what to do – and the 2015 Supreme Court ...
  9. Managing Wealth

    Achieving Better Returns In Your Portfolio

    We look at three risk factors that best explain the bulk of equity performance.
  10. Estate Planning

    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.
  11. 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.
  12. Real Estate

    Introduction To International REITs

    Avoid being left behind as REITs expand beyond U.S. borders.
  13. Debt

    Credit And Debt Management

    America is addicted to debt. Learn how to manage your credit and keep debt from ruining your life.
  14. FA Profession

    A Deeper Look At Alpha

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

    Must-Know Rules For Converting A 401(k) To A Roth

    In 2008, the IRS spelled out the details for converting employer-plan funds directly to Roth IRAs.
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