Catherine Scrivano, CEP, ADPA, AIF

Financial Adviser

Catherine Scrivano, Financial Adviser, a native of Phoenix, Arizona, is a dynamic Financial Planner who knows how to help her clients pursue financial dreams.  She is regularly published both locally and nationally, and provides educational seminars for a variety of government, professional and community organizations.  Her twenty-plus years in the industry have provided her with the valuable knowledge and insight people are looking for, which accounts for her loyal following and diverse client base.


Our goal is to help people realize their dreams!  We believe that everyone has a goal to be, do or have something and these dreams often have a financial component.  We help people create the financial strategies to achieve those goals...and being part of that experience is the greatest honor of all.


Recent accomplishments:  In 2016 our principal, Catherine Scrivano, was named a finalist for the ATHENA award by the Greater Phoenix Chamber of Commerce and recognized as an Outstanding Woman in Business by the Phoenix Business Journal.  In 2017 she received the Dorothy Wiley Award, the highest recognition offered by the YWCA Metropolitan Phoenix, and has been named one of the Most Influential Women in Arizona by Arizona Business Magazine.  In 2018 she completed the Athena Executive Leadership Program.


Seminars and Workshops:  We regularly deliver seminars and workshops on a variety of financial topics ranging from very basic concepts to high-level wage negotiation for local and national organizations and conferences.


Community and Professional Involvement:  We’ve participated in an advisory capacity to several organizations that promote equality in the workplace and in our community.  We are passionate about eradicating discrimination.  Other endeavors include support of local and independent businesses, both as an advisor and as a consumer.


Media Appearances:  Catherine has written articles published in local and national media, and regularly appears on television, radio, and in print and online media outlets.


Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluations. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client