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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
October 01, 2008 at 04:00 AM
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: www.cathypareto.com
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
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