Cathy Pareto, Mba, Cfp®, Cpwa® Email and Phone Number
Cathy Pareto, Mba, Cfp®, Cpwa® work email
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Cathy Pareto, Mba, Cfp®, Cpwa® personal email
Cathy Pareto, Mba, Cfp®, Cpwa® phone numbers
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.
Azzendo Wealth Advisors
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Ceo And FounderAzzendo Wealth Advisors Nov 2007 - PresentMiami, Florida, UsIndependent 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.
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Senior Financial AdvisorInvestor Solutions, Inc. Sep 1997 - Nov 2007Investment management services for high net worth clients and corporate retirement plans.
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Assistant Branch ManagerWells Fargo Financial May 1995 - Sep 1997San Francisco, California, UsLending and credit management.
Cathy Pareto, Mba, Cfp®, Cpwa® Education Details
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Florida International University - College Of BusinessExecutive Mba -
Florida International University - College Of BusinessFinance
Frequently Asked Questions about Cathy Pareto, Mba, Cfp®, Cpwa®
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 the current company?
Cathy Pareto, Mba, Cfp®, Cpwa®'s current role is CEO and Founder @ Azzendo Wealth Advisors | Financial Planning | Seasoned wealth advisor helping clients navigate the complexities of investing, financial planning and wealth transfer planning..
What is Cathy Pareto, Mba, Cfp®, Cpwa®'s email address?
Cathy Pareto, Mba, Cfp®, Cpwa®'s email address is in****@****eto.com
What is Cathy Pareto, Mba, Cfp®, Cpwa®'s direct phone number?
Cathy Pareto, Mba, Cfp®, Cpwa®'s direct phone number is +130564*****
What schools did Cathy Pareto, Mba, Cfp®, Cpwa® attend?
Cathy Pareto, Mba, Cfp®, Cpwa® attended Florida International University - College Of Business, Florida International University - College Of Business.
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