Cathy DeMartino, RICP

Cathy DeMartino, RICP, specializes in holistic financial planning for individuals, families, and small businesses, helping clients build confidence through thoughtful, coordinated strategies. She takes a collaborative approach, focusing on improving the efficiency of each financial decision—aligning tax strategy, risk management, and long-term planning to give clients greater clarity and control over their financial lives. Using a collaborative process, Cathy produces measurable results through unique macro-economic planning, with the goal in mind to increase the efficiency of the dollars in your world.

With more than two decades of experience in the financial services industry, Cathy is known for her ability to meet clients where they are and guide them forward with patience and insight. Her strong communication skills, grasp of economic strategy, and passion for education help clients understand their options and plan for the future with confidence and security.

Cathy earned her MBA from Fordham University’s Gabelli School of Business and holds the Retirement Income Certified Professional® (RICP®) designation from the American College. Outside of her professional work, she is an active volunteer with the NYU FACES Foundation, which supports families affected by epilepsy. Originally from England, Cathy has lived in New York for over 25 years and resides in Westchester with her husband, Anthony.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services are offered through PAS, member of FINRA, and SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian.