Flowery Branch Council Approves Phase Two Planning with Parkside Partners 00:10:00
Cathy began her career as a CPA in 1994, specializing in individual and business tax. Over the years she saw a disconnect within the clients whole financial life. Obtaining her Series 65 Investment Adviser Representative license in 2016, she went on to study and obtain the CERTIFIED FINANCIAL PLANNER™ designation in 2017. As an APP partner, she is dedicated to the Fee-Only Comprehensive Financial Planning process with full fiduciary duties to plan with the client's best interest in mind.
