Catherine Gareri

Catherine Gareri

Insurance Specialist

Cathy is passionate about creating enduring relationships through her commitment to truly getting to know clients and their families, and providing thoughtful guidance in a genuine, friendly, caring and impactful way.

Professional Background

Cathy has over 25 years of experience helping individuals and families with their pre & post-retirement planning, estate transfer objectives, and asset protection needs.

With a focus on the areas of retirement income planning and estate conservation, Cathy has helped numerous Finivi clients achieve their desired retirement lifestyles, while also meeting their asset protection and legacy goals.