Azzendo | Fiduciary Wealth Management | Meet Our Advisors

Helping Clients Feel More Confident
About Their Financial Future

Discover the difference it makes having an accessible and trusted advisor on your side.

Fee-Only Fiduciary Advice

Independent

Transparent

Client Centric

^{Meet The Team}
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

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,...

Joseph Packert

Client Service Associate

I am proud to serve as a Client Service Associate, working closely with the firm’s senior wealth and operations teams. I am responsible for assisting clients with account servicing needs, coordinating documentation, and supporting...

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...

^{Contact Us}
Ready To Get Started?

Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.

Connect With An Advisor

Helping Clients Feel More Confident About Their Financial Future