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Practice Management > Building Your Business

Cathy Pareto

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President & founder

Cathy Pareto & Associates Inc.

2332 Galiano Street, 2nd Floor

Coral Gables, Florida 33134

Phone: 305-728-7234

E-mail: [email protected]

Web site:

Year firm founded: 2007

Number of advisors in firm: 1

Number of clients: 30

Assets under management: $8 million

Compensation: Fee-only

Client minimum: $150,000

Fee schedule: 1% for the first $750,000, then 75 basis points up to $2 million, and 50 bps on amounts of more than $2 million

Education: BA in finance and executive MBA, Florida International University

Professional accreditation: CFP, AIF

Previous incarnations: senior financial advisor, Investor Solutions, Miami; adjunct professor and faculty coordinator for the CFP Program at FIU’s College of Business

Memberships: board member, Greater Miami Estate Planning Council; board member, NAPFA South East Region; professional advisory board member, Florida International University Executive MBA; United Way of Miami Dade Young Leaders