Certified Financial Planner™
Accredited Investment Fiduciary
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, trying new restaurants, and going to the dog beach with her Doberman’s Maci, Sage, and her partner Scott.
Amy's Latest Contributions
There are 3 primary reasons to rebalance your investment portfolio: Reset the Risk Allocate New Money Retirement Distribution Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. […]
What are exchange-traded funds, and what’s the difference between mutual funds and ETFs? In this video, Amy Cattelino, CFP from Pure Financial Advisors explains investing in an exchange-traded fund. Transcript: What are ETFs? An ETF is an exchange-traded fund. That’s what the acronym stands for. Now, think of an ETF like the trendier, younger version […]
What is the Alternative Minimum Tax? While fewer people will have to pay it since the new tax legislation took effect in 2018, Amy Cattelino, CFP® outlines what it is and what situations might cause you to still pay AMT or alt-min. Transcript: Alternative Minimum Tax. Sometimes it’s called Alt-Min or nicknamed AMT. But what […]