As a CERTIFIED FINANCIAL PLANNER, Catherine’s mission for the over 30 years has been to build the sort of client relationships that make them feel comfortable. From calling her for car and house buying advice to helping them construct a new future should they face life altering situations, Catherine’s clients know they have a trusted advisor on their side. Her passion is to educate and empower her clients to make smart financial decisions so they “own” their financial future and not only have peace of mind but also financial freedom.
Email: callencarlozo@HFMadvisors.com
Office: (856) 232-2270