Catherine is a Financial Advisor who helps clients create and stick to a budget, determine optimal asset allocation and save for retirement.
- About Catherine
- Questions & Answers
Providing objective, practical & as-needed advice to answer your personal financial questions.
- BA, Communication Studies, University of California, Los Angeles
Tips from Catherine
Typical Clients & Fee Structure
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Paid hourly for time spent meeting with a client or working on their behalf.