Her Story
About Catina
A seasoned financial services professional with more than two decades of experience, she currently serves as an Investment Advisor Representative and Sales Specialist with 1847Financial in Houston. Her work focuses on helping individuals and families build comprehensive wealth strategies through financial planning, retirement planning, investment management, insurance solutions, estate planning, and long-term asset protection.
Driven by a passion for financial education and advocacy, she is committed to helping clients make informed decisions that support both their immediate financial goals and long-term family security. Her approach combines personalized guidance with practical wealth-building strategies tailored to each client’s unique needs and objectives.
Prior to her current role, she held positions with MJLM Wealth Solutions, H&R Block Financial Advisors, UBS, and Merrill Lynch, gaining extensive experience in client relations, investment advisory services, brokerage operations, and financial planning support. Throughout her career, she has built a strong reputation for client service excellence, professionalism, and relationship-driven financial guidance.
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