Welcome to Catalano Financial.
We use the Values Based Financial Planning methodology.

“Goals always change. Values never do!”

Peter Catalano
Our Service

What Service We Offer

Whether you hire us for our Fully Comprehensive Financial Planning or individual service or products, we will always do what is in your best interest.

Investment Planning

We custom-build our portfolios with low-cost, diversified ETFs (no more blindly chasing hot stock tips). We’ll recommend one for you and automatically adjust your portfolio to match your risk tolerance.

Fully Comprehensive Financial Planning

With our systems and procedure, we ensure all five areas (Investments, Insurances, Cash Flow, Legal and Tax) of your finances are up to date every year.

Life Insurance

Looking for an IUL, Term, Whole life? When it comes to selecting life insurance, you have choices. I can help you decipher and pick the right policies for you and your business or family needs.

Disability Insurance

Disability insurance is a type of insurance product that provides income in the event that a policyholder is prevented from working and earning an income.

Wealth Management

Helping High Net Worth people, businesses and institutions build, preserve and manage wealth.


Annuities can provide guarantees to grow and protect your money against investment losses, economic downturns, and excessive management fees.

The Financial Roadmap (FRM)

The Financial Roadmap (FRM) is a unique tool used to help identify core values, goals and current snapshot of your finances. When properly completed, you have a wonderful vision board to help keep you focus on your goals for reasons important to you.
The FRM experience takes about an hour and a half. You and your spouse/partner need to be in attendance. In addition, have all of your financial information present at the meeting. This will provide a complete snap shot of your current financial position goals and values AND give you an opportunity to see if I would be a good trusted advisor for you. The meeting is all about you. After all, it’s your life and money we are discussing. By sharing your core values, goals and current financial status, you are creating the foundation to build a written plan that will help you live life on purpose.

Ready For A Financial Advisor ? Contact Us Today

Ready to explore Fully Comprehensive Financial Planning? Need Life or Disability Insurance? Have a question about an IUL? Book an appointment for an initial phone call to learn more.