Cathy Pereira, CFP®, CDFA®

Cathy Pereira is a Senior Financial Consultant working out of our Rochester headquarters.

In this role, Cathy leads a team-based approach to address all aspects of client relationships, including both investment specific discussions and comprehensive wealth planning topics. She works with individuals, non-profits, and small to mid-sized businesses to help them set investment objectives and guide them towards their financial goals.

Cathy re-joined the firm in 2021 after previously working in an investment research role in the mid to late 90s. In the interim, she was involved in a family business while raising her children and later worked at a local boutique investment firm. Her breadth of professional and personal experiences helps her to understand her clients' varied perspectives.

Cathy is a CERTIFIED FINANCIAL PLANNER^TM and a Certified Divorce Financial Analyst® (CDFA®). In addition, she also holds the Series 6, 7, and 63 licenses.

She is a member of the Estate Planning Council of Rochester, and currently volunteers her time as a member of the St. Louis Church Paris Council and as a board member of her HOA.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER^™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.