Catherine B. Allen-Carlozo
Website URL: Go to website
Business Phone:(856) 810-7701
Business Fax:(856) 810-7707
Catherine earned the CERTIFIED FINANCIAL PLANNERTM Practitioner designation over 10 years ago to help ensure she is always prepared to educate and empower clients who are taking on a stronger leadership role in their lives.
That empowerment begins by helping clients understand the overall role finances play in their lives, not just within their investments. Catherine serves clients, many of whom are women growing or reclaiming their independence from a divorce or loss. They may need much more than a snapshot view of their financial picture. These clients realize their financial health is an evolving process, one that needs continuing review and refinement. It is Catherine's passion and goal to change the conversation about personal finance for women and help them experience lasting financial freedom.
For more than 30 years Catherine has worked in the financial profession, developing and implementing comprehensive financial plans for individuals, many of whom also own small businesses.
She joined M Financial Planning Services in 2010, having previously served as senior financial planning consultant at Fidelity Investments, vice president of Renaissance Wealth Management Group, vice president at Wachovia Securities and a financial advisor at Merrill Lynch.
In 2014 Catherine was awarded The Women's Choice Award for Financial Advisors, which was created by WomenCertified® in partnership with WIFE.org to identify advisors that women can trust.1
Catherine is the president of South Jersey Women in Business and a member of NAWBO, the Society of Financial Service Professionals, the Estate and Financial Planning Council of Southern New Jersey, the National Association of Professional Women and the Financial Planning Association, local and national chapters.
Member Since: 9/1/2010