Catherine grew up outside of Houston in Waller, TX. Upon graduating from high school, she relocated to Austin and earned a BBA in corporate finance from the University of Texas at Austin. After getting her degree in 2010, she moved back to Houston and started her career with Equitable. She currently lives in the Heights with her husband (Ricardo), son (Nico), and cat (Sal). She enjoys road cycling, horseback riding, and cooking.
To stay on top of her field and develop her professional skills over her career, Catherine has regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:
- CERTIFIED FINANCIAL PLANNER TM
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- Securities Registration: Series 7 and Series 66
Catherine's experience and professional affiliations have fostered a practical approach to offering financial products and planning services. She considers your specific financial goals and investment objectives, and by collaborative means, she will formulate a strategy to help you address your goals.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
