Azzendo Wealth Advisors

Louis Carpenter is a CFP® professional with 20 years of industry experience, currently serving at Azzendo Wealth Advisors. He has worked at Cathy Pareto and Associates since 2011 and owns LB Carpenter CPA, PA, an accounting practice. Azzendo Wealth Advisors serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, and estates, offering wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $268 million in client assets and employs customized investment strategies primarily using equities, mutual funds, ETFs, and fixed income instruments.

Catherina Pareto is a CFP® with 23 years of industry experience, currently serving as an advisor at Azzendo Wealth Advisors. She has worked at BlueKey Personal Wealth Planning since 2016 and operates Cathy Pareto & Associates, Inc. since 2007. Pareto occasionally holds public seminars, teaches investment-related classes at local universities, and contributes to media outlets. Azzendo Wealth Advisors is a small team managing approximately $268 million in assets for individuals, pension plans, trusts, and estates. The firm offers personalized wealth management and financial planning, employing discretionary portfolio management with customized and model portfolios primarily composed of equities, mutual funds, ETFs, and fixed income instruments.

Alexandra Valdes is a financial advisor at Azzendo Wealth Advisors with 10 years of industry experience. She holds a Series 65 designation and has been with Cathy Pareto and Associates since 2014. Azzendo Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, managing approximately $268 million in client assets across about 227 client relationships.

Ana Arguello is a CFP® professional with nine years of industry experience. She is affiliated with Azzendo Wealth Advisors and has worked at Cathy Pareto & Associates since 2010. Azzendo Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting through personalized investment strategies and a documented financial planning process.

Alejandro Grillo is a financial advisor at Azzendo Wealth Advisors in Coral Gables, FL, holding a Series 65 credential. He has been with Azzendo Wealth Advisors since 2024 and has no prior industry experience before joining the firm. Azzendo Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm provides wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, managing approximately $268 million in assets for around 227 clients.