amy cattelino

Amy Cattelino

Designations & Licenses

Certified Financial Planner™
To use the CFP credential, the financial planner must successfully complete the CFP® Board's comprehensive examination which tests his or her knowledge on a number of key financial planning topics. The applicant must also have three to five years of related experience, voluntarily ascribe to the board's code of ethics and complete 30 hours of continuing education every two years pertaining to such relevant topics as estate and retirement planning, investment management, tax planning and insurance.

Amy Cattelino

Amy has always believed financial planning is the best tool towards reaching financial goals. She originates from a family of engineers, which has led her work for clients being technical, logical, and detailed. As a CERTIFIED FINANCIAL PLANNER™ professional, Amy is constantly scanning tax and retirement laws and facts for her clients, to ensure no strategy is missed.

Before joining Pure Financial, Amy worked with a wealth management firm that specialized in financial planning. She was head of the Financial Planning and Client Service team, all while managing clients at the same time.

Amy graduated from California State University, Fullerton with a Bachelor’s Degree in Business Administration, Finance with a focus on Personal Financial Planning. During her studies, she spent a summer semester abroad in Heidelberg, Germany and took classes in International Economics and Foreign Policy. Prior to working with a fee-only financial advisory firm, Amy held the FINRA Series 7 and 66 financial licenses, as well as a CA Life, Accident & Health Insurance License (L&D).

Amy grew up in North Orange County and moved her life to San Diego for Pure Financial. During her free time, she enjoys working out at spin and yoga classes, going to the dog beach with her Doberman, Maci, and partner, Scott, and trying new restaurants.

Amy's Latest Contributions

Can I Collect Social Security While Working?

Here’s a question we get a lot: “Can I collect Social Security and continue to work?” And the answer is yes. But keep in mind, there may be some complications. Amy Cattelino, CFP® explains.     Transcript: Here’s a question we get a lot: “Can I collect Social Security and continue to work?” And the answer is yes. But keep in mind,… Read more

amy cattelinoAmy Cattelino