Cathy Pareto, Mba, Cfp®, Cpwa®
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Cathy Pareto, Mba, Cfp®, Cpwa® Email & Phone Number

CEO and Founder @ Azzendo Wealth Advisors | Financial Planning | Seasoned wealth advisor helping clients navigate the complexities of investing, financial planning and wealth transfer planning. at Azzendo Wealth Advisors
Location: Miami, Florida, United States 3 work roles 2 schools
4 work emails found @cathypareto.com 4 phones found area 305 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 4 work emails · 4 phones

Work email i****@cathypareto.com
Direct phone (305) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
CEO and Founder @ Azzendo Wealth Advisors | Financial Planning | Seasoned wealth advisor helping clients navigate the complexities of investing, financial planning and wealth transfer planning.
Location
Miami, Florida, United States

Who is Cathy Pareto, Mba, Cfp®, Cpwa®? Overview

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Quick answer

Cathy Pareto, Mba, Cfp®, Cpwa® is listed as CEO and Founder @ Azzendo Wealth Advisors | Financial Planning | Seasoned wealth advisor helping clients navigate the complexities of investing, financial planning and wealth transfer planning. at Azzendo Wealth Advisors, based in Miami, Florida, United States. AeroLeads shows a work email signal at cathypareto.com, phone signal with area code 305, and a matched LinkedIn profile for Cathy Pareto, Mba, Cfp®, Cpwa®.

Cathy Pareto, Mba, Cfp®, Cpwa® previously worked as CEO and Founder at Azzendo Wealth Advisors and Senior Financial Advisor at Investor Solutions, Inc.. Cathy Pareto, Mba, Cfp®, Cpwa® holds Mba, Executive Mba from Florida International University - College Of Business.

Company email context

Email format at Azzendo Wealth Advisors

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*@cathypareto.com
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AeroLeads found 4 current-domain work email signals for Cathy Pareto, Mba, Cfp®, Cpwa®. Compare company email patterns before reaching out.

Profile bio

About Cathy Pareto, Mba, Cfp®, Cpwa®

As the CEO and founder of Azzendo Wealth Advisors, I provide comprehensive financial planning and investment management services to a diverse clientele, including professionals, women, non-traditional families, and small business owners. With over 25 years of experience in the industry, I have the expertise and credentials to help my clients achieve their financial goals and objectives.I hold an Executive MBA from Florida International University, where I also served as an adjunct professor and faculty coordinator for the CFP® program. I have earned the CFP® and CPWA® designations, demonstrating my commitment to the highest standards of professional competence and ethics. I have also been featured in various media outlets, such as Forbes, CNBC, and The Wall Street Journal, as a trusted source of financial advice and insights. My mission is to be my clients' overall wealth advisor, not just a portfolio manager, and to build long-lasting relationships based on trust, transparency, and value.Disclosure: This page is a publication of Azzendo Wealth Advisors. The firm is registered as an investment adviser and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Information presented is believed to be current and should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. Consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Current workplace

Cathy Pareto, Mba, Cfp®, Cpwa®'s current company

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Azzendo Wealth Advisors
Azzendo Wealth Advisors
CEO and Founder @ Azzendo Wealth Advisors | Financial Planning | Seasoned wealth advisor helping clients navigate the complexities of investing, financial planning and wealth transfer planning.
AeroLeads page
3 roles

Cathy Pareto, Mba, Cfp®, Cpwa® work experience

A career timeline built from the work history available for this profile.

Ceo And Founder

Current

Miami, Florida, US

Independent Registered Investment Advisor and Financial Planning firm serving the needs of professionals in "accumulation phase", widowed and divorced women, non traditional families, traditional families and small business owners. Minimum investable assets of $500,000.

Nov 2007 - Present

Senior Financial Advisor

Investor Solutions, Inc.

Investment management services for high net worth clients and corporate retirement plans.

Sep 1997 - Nov 2007

Assistant Branch Manager

San Francisco, California, US

Lending and credit management.

May 1995 - Sep 1997
2 education records

Cathy Pareto, Mba, Cfp®, Cpwa® education

Mba, Executive Mba

Florida International University - College Of Business

Bachelors, Finance

Florida International University - College Of Business
FAQ

Frequently asked questions about Cathy Pareto, Mba, Cfp®, Cpwa®

Quick answers generated from the profile data available on this page.

What company does Cathy Pareto, Mba, Cfp®, Cpwa® work for?

Cathy Pareto, Mba, Cfp®, Cpwa® works for Azzendo Wealth Advisors.

What is Cathy Pareto, Mba, Cfp®, Cpwa®'s role at Azzendo Wealth Advisors?

Cathy Pareto, Mba, Cfp®, Cpwa® is listed as CEO and Founder @ Azzendo Wealth Advisors | Financial Planning | Seasoned wealth advisor helping clients navigate the complexities of investing, financial planning and wealth transfer planning. at Azzendo Wealth Advisors.

What is Cathy Pareto, Mba, Cfp®, Cpwa®'s email address?

AeroLeads has found 4 work email signals at @cathypareto.com for Cathy Pareto, Mba, Cfp®, Cpwa® at Azzendo Wealth Advisors.

What is Cathy Pareto, Mba, Cfp®, Cpwa®'s phone number?

AeroLeads has found 4 phone signal(s) with area code 305 for Cathy Pareto, Mba, Cfp®, Cpwa® at Azzendo Wealth Advisors.

Where is Cathy Pareto, Mba, Cfp®, Cpwa® based?

Cathy Pareto, Mba, Cfp®, Cpwa® is based in Miami, Florida, United States while working with Azzendo Wealth Advisors.

What companies has Cathy Pareto, Mba, Cfp®, Cpwa® worked for?

Cathy Pareto, Mba, Cfp®, Cpwa® has worked for Azzendo Wealth Advisors, Investor Solutions, Inc., and Wells Fargo Financial.

How can I contact Cathy Pareto, Mba, Cfp®, Cpwa®?

You can use AeroLeads to view verified contact signals for Cathy Pareto, Mba, Cfp®, Cpwa® at Azzendo Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Cathy Pareto, Mba, Cfp®, Cpwa® attend?

Cathy Pareto, Mba, Cfp®, Cpwa® holds Mba, Executive Mba from Florida International University - College Of Business.

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