• 17+ years of experience as a financial adviser
  • Written several articles about retirement savings, estate planning, investing, and taxes
  • Volunteer during the Miami Financial Planning Day

Experience

Ana Maria has more than 17 years of experience as a financial adviser. During this time, she worked with Kaufman Rossin and Company as a staff auditor and tax account, as a financial advisor for Investor Solutions, and as the director of financial planning at Cathy Pareto and Associates. Ana Maria moved into the independent financial consultant field in 2013.

Katz has written widely about retirement savings, estate planning, investing, and taxes. Her work appears as articles on FloridaTrend.com, Figuide.com, Morningstar, Accountantsworld.com, and Investopedia. She also wrote blog articles for Investor Solutions and Cathy Pareto and Associates. You will find her work referenced in the book, Wealth Management in Any Market, and cited on Bankrate.com, in Miami Herald, and on Foxbusiness.com.

Ana Maria is a certified public accountant and certified financial planner. Her focus continues to be on helping clients manage their wealth and creating investment strategies and retirement plans that are tax efficient. She volunteered as an adviser during the Miami Financial Planning Day, a free event to educate the community about financial topics.

Education

Ana Maria earned her Bachelor of Business Administration in accounting and her Master of Business Administration in personal financial planning at the University of Miami. Ana Maria has Certified Public Accountant (CPA) and Certified Financial Planner (CPR) designations.