Catherine Arambula Lewis Stirling Financial Group

Catherine Arambula Lewis Stirling Financial Group Email and Phone Number

Account Executive @ Stirling Financial Group
San Diego, CA, US
Catherine Arambula Lewis Stirling Financial Group's Location
San Diego County, California, United States, United States
Catherine Arambula Lewis Stirling Financial Group's Contact Details

Catherine Arambula Lewis Stirling Financial Group work email

Catherine Arambula Lewis Stirling Financial Group personal email

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Catherine Arambula Lewis Stirling Financial Group phone numbers

About Catherine Arambula Lewis Stirling Financial Group

Catherine implements strategies concentrating on investment management and comprehensive financial planning. Catherine is firmly committed to long-term relationships by striving to deliver exceptional client service. She listens carefully to her clients’ goals and, based on this input, works attentively to help them achieve their financial objectives.Her mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. She works closely in the non-profit community and enjoys working to align financial goals incorporating planned giving ensuring family legacies.As LPL Advisors are not licensed tax professionals, they can partner with yours. Please work with your licensed tax professional on specific situations. For additional information, call Catherine at 619-541-6222 or visit her website at https://stirlingfinancialgroup.com/

Catherine Arambula Lewis Stirling Financial Group's Current Company Details
Stirling Financial Group

Stirling Financial Group

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Account Executive
San Diego, CA, US
Employees:
5
Catherine Arambula Lewis Stirling Financial Group Work Experience Details
  • Stirling Financial Group
    Account Executive
    Stirling Financial Group
    San Diego, Ca, Us
  • Stirling Financial Group
    Lpl Financial Advisor
    Stirling Financial Group Jan 2023 - Present
    San Diego, California, Us
    Catherine “Cat” Arambula Lewis is a Financial Advisor with Stirling Financial Group. She began her financial services career in 2004 as a career changer after personally dealing with the repercussions of misguided financial advice. Since then, she has built a portfolio of clients with a clear mission - “Creating prosperity for her clients, their families, and our community”.Catherine focuses on supporting successful attorneys, business owners, corporate executives, and other high-net-worth individuals to achieve their financial goals and objectives with tailored investment strategies designed to help mitigate taxes, and manage, and preserve wealth.
  • Stirling Financial Group
    Account Executive
    Stirling Financial Group Jan 2023 - Present
    San Diego, California, Us
  • San Diego La Raza Lawyers Association
    Membership And Sponsorship Co Chair
    San Diego La Raza Lawyers Association Jan 2014 - Present
    San Diego, California, Us
    I have been supporting SDLRLA since 2008 and this year I have been honored to be Identifying and matching supporters with San Diego La Raza Lawyers Association
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Aug 2004 - Dec 2022
    Milwaukee, Wi, Us
    Catherine Arambula relies not only on her own knowledge and experience, but also on the expertise of a team of specialists available through the Network. Together, they can provide innovative solutions and professional direction to help clients accomplish their objectives. Please let Catherine know how she might be able to help you realize your vision for the future.
  • City Of San Diego Small Business Advisory
    Board Member
    City Of San Diego Small Business Advisory Nov 2011 - 2022
    San Diego, Ca, Us
    The Small Business Advisory Board, comprised of an eleven-member, unpaid board appointed by the Mayor and confirmed by the City Council, represents key small business organizations, such as the U.S. Small Business Administration, and the Greater San Diego Chamber of Commerce, as well as leaders in the small business community. The staff of the City's Office of Small Business, in addition to their department responsibilities, serve as staff to the board, carrying out specific projects initiated by the board.
  • Mana De San Diego
    Past President
    Mana De San Diego Dec 2011 - Jan 2016
    San Diego, California, Us
    MANA National was founded in 1974 as the Mexican-American Women's National Association. MANA's original intent was to provide a voice for Mexican-American women at the national, state and local levels. Since then, the organization has expanded into a diverse group of Latinas in all areas of political, social and professional fields. In 1994, recognizing our diverse constituency, the membership voted to change our name to MANA, A National Latina Organization. Currently there are 26 chapters throughout the United States. The San Diego Chapter was founded in 1986 and has over 3,000 supporters. We are a 501(c) (3) organization, incorporated in 1998 with the State of California.TAX ID: 33-0821060
  • National Latina Business Women Association San Diego
    Past President
    National Latina Business Women Association San Diego Jan 2009 - Dec 2012
    National Latina Business Women Association - San Diego ChapterEstablished in December of 2004, the San Diego chapter of the National Latina Business Women Association (NLBWA-SD) was created to meet the needs of the growing ranks of Latina Entrepreneurs, Executives and Professionals, bridging the gap to access opportunities for women-owned companies so that they may succeed.Our mission is to encourage Latinas to develop their business and professional and personal goals through education, and business referrals. The NLBWA-SD offers seminars and technical assistance programming targeting minority women business owners [Latina/Hispanic, African American, Asian] who could benefit from training, and mentoring, and who would not otherwise have access to, or be able to afford, this type of specialized Technical Assistance training offered in a supportive environment. NLBWA-SD believes in “Investing in Latinas” and has developed the following programs for its membership: Monthly Business Meetings and Networking Events, Latina Financial Group, Emerging Latina Fellowship, Advocacy and Legislative Days, Workshops, Annual Business Awards Recognition and Scholarships to members. These strategies continue to make NLBWA the fastest most successful business organization for Latina Entrepreneurs, Executives and Professionals. Latinas In Business Foundation – NLBWASD, Tax ID #27-4488071
  • Unity Courier Service, Inc.
    San Diego Regional Manager
    Unity Courier Service, Inc. Aug 2001 - Jul 2004
    Unity/TBS has been providing exceptional service to our customers for 45 combined years, and today, Unity Courier, strengthened with the legacy of TBS, is the recognized leader in the overnight delivery of business-to-business, time-critical documents, and unparalleled in providing same day service and immediate delivery solutions.
  • Pacific Theatres
    Regional Swing Manager
    Pacific Theatres Mar 1987 - Aug 2001
    Founded over 60 years ago, Pacific Theatres has developed and operated drive-in theaters, popular throughout the 1950s and 1960s; walk-in theaters, popular throughout the 1960s to1980s; and today we invite you to enjoy our state-of-the-art multi- and megaplex theaters in the Los Angeles area.
  • National City Public Library
    Library Clerk
    National City Public Library 1984 - 1990
    Recognizing the cultural, linguistic and economic diversity of our community, the National City Public Library serves the informational, educational and recreational needs of all the residents of the community. We support lifelong learning and personal enrichment by providing access to a variety of materials and current technology, a courteous and expert staff and a friendly environment.

Catherine Arambula Lewis Stirling Financial Group Skills

Leadership Public Speaking B2b Strategic Planning Fundraising Nonprofits Access Creative Direction Small Business Marketing Community Outreach Business Planning Team Building Event Planning Account Management Coaching

Catherine Arambula Lewis Stirling Financial Group Education Details

  • San Diego State University
    San Diego State University
  • San Diego State University-California State University
    San Diego State University-California State University
    Business Admin

Frequently Asked Questions about Catherine Arambula Lewis Stirling Financial Group

What company does Catherine Arambula Lewis Stirling Financial Group work for?

Catherine Arambula Lewis Stirling Financial Group works for Stirling Financial Group

What is Catherine Arambula Lewis Stirling Financial Group's role at the current company?

Catherine Arambula Lewis Stirling Financial Group's current role is Account Executive.

What is Catherine Arambula Lewis Stirling Financial Group's email address?

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What schools did Catherine Arambula Lewis Stirling Financial Group attend?

Catherine Arambula Lewis Stirling Financial Group attended San Diego State University, San Diego State University-California State University.

What are some of Catherine Arambula Lewis Stirling Financial Group's interests?

Catherine Arambula Lewis Stirling Financial Group has interest in Social Services, Economic Empowerment, Civil Rights And Social Action, Education, Arts And Culture, Health.

What skills is Catherine Arambula Lewis Stirling Financial Group known for?

Catherine Arambula Lewis Stirling Financial Group has skills like Leadership, Public Speaking, B2b, Strategic Planning, Fundraising, Nonprofits, Access, Creative Direction, Small Business, Marketing, Community Outreach, Business Planning.

Who are Catherine Arambula Lewis Stirling Financial Group's colleagues?

Catherine Arambula Lewis Stirling Financial Group's colleagues are Elizabeth Arambula.

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