Azzendo Wealth Advisors | About Us

Helping Clients Feel More Confident
About Their Financial Future

We help you answer your most critical financial questions, and help you address any gaps you may have in your financial plan

About Us

Azzendo Wealth Advisors is a fee-only wealth management firm providing financial planning and investment management through two SEC-registered investment advisory firms serving clients from our Coral Gables and Hollywood offices.

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Our Dedicated Advisors

Cathy Pareto, MBA, CFP®, CPWA®

Partner and Senior Wealth Advisor - Coral Gables

I am the CEO and Co-Founder of Azzendo Wealth Advisors, where my primary responsibilities include practice management and corporate strategy, setting investment policy and wealth planning responsibilities for high-net-worth clients. I...

Amaury Cifuentes, CFP®, CMP®

Partner and Senior Wealth Advisor - Hollywood

I am the President and Co-Founder of Azzendo Wealth Advisors, where my primary responsibilities include providing comprehensive wealth management services for each of our clients. I have worked in the financial services industry for...

Alexandra Caraballo Valdes, CFP^®

Partner and Wealth Advisor - Coral Gables

I am a Wealth Advisor at Azzendo Wealth Advisors, where my primary responsibilities include providing the support clients need when making financial decisions, whether they are small decisions or decisions that can have a long-lasting...

Louis Benjamin Carpenter III, CPA, CFP^®

Wealth Advisor - Coral Gables

Louis “L.B.” Carpenter CFP®, CPA, is a practicing Certified Public Accountant in the state of Florida and also has a wide range of wealth management experience. He also serves as Financial Advisor to many of our wealthy...

Nina Arguello, CFP^®

Director of Operations - Coral Gables

I proudly serve as a Client Service Associate & Operations Manager at Azzendo Wealth Advisors, where my primary responsibilities include new account administration, processing administrative client requests, preparation of client...

Alejandro Grillo, CFP®

Wealth Planning Associate - Coral Gables

I am a Wealth Planning Associate at Azzendo Wealth Advisors, where I work closely with the firm's senior wealth advisors to deliver comprehensive financial guidance to our clients. In my role, I am responsible for preparing client...

Jessica Torres

Client Service Associate - Hollywood

I am a Client Service Associate at Azzendo Wealth Advisors, where my primary responsibilities include client relationship management, administrative support, data management, meeting preparation and follow-up, calendar and scheduling,...

Karla Arguello, MBA

Corporate Strategy and Marketing Manager - Coral Gables

As the Corporate Strategy and Marketing Manager at Azzendo Wealth Advisors, I am responsible for overseeing all business operations at our firm. In this role, I establish that our firm runs smoothly and efficiently while maintaining...

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Helping Clients Feel More Confident About Their Financial Future

About Us

Meet The TeamOur Dedicated Advisors

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Helping Clients Feel More Confident
About Their Financial Future

^{Meet The Team}
Our Dedicated Advisors

^{Contact Us}
Ready To Get Started?