Catherine Allen-Carlozo, Cfp®, Ricp® Email & Phone Number

Available for speaking engagements. Catherine earned the CERTIFIED FINANCIAL PLANNER designation to help ensure she is always prepared to educate and empower clients who are taking on a stronger leadership role in their lives. That empowerment begins by helping clients understand the overall role finances play in their lives, not just within their investments. Catherine serves clients, many of whom are women growing or reclaiming their independence from a divorce or loss, and require much more than a snapshot view of their financial picture. These clients realize their financial health is an evolving process, one that needs continuing review and refinement. It is Catherine's passion and goal to change the conversation about personal finance for women and help them experience lasting financial freedom.For more than 30 years Catherine has worked in the financial profession, developing and implementing comprehensive financial plans for individuals, many of whom also own small businesses. Catherine is the Immediate Past President of South Jersey Women in Business and a Board Member for Gloucester County Habitat for Humanity. Her other charities include St. Jude's Children Research Hospital, Angels Helping Animals, Animal Welfare Association, Wounded Warrior Project and Operation Yellow Ribbon Club. Catherine is also a member of NAWBO, the Society of Financial Service Professionals and the Financial Planning Association, local and national chapters.HFM Investment Advisors, LLC (HFM) is a registered investment adviser. This platform is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. HFM does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Listed skills include Financial Planning, Retirement Planning, Professional Women, Business Planning, and 3 others.