Catherina Marlene Pareto
Investment adviser representative at Azzendo Wealth Advisors
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$300.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Bluekey Personal Wealth PlanningAug 2016 to now
- Azzendo Wealth AdvisorsApr 2010 to now
- Cathy Pareto & Associates, Inc.Nov 2007 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Azzendo Wealth Advisors
Legal name: Cathy Pareto and Associates, Inc.
$300.1MAssets managed
245Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4623442
- Firm CRD
- 145919