STIRLING FINANCIAL GROUP - Key Persons
Job Titles:
- Financial Advisor
- Wealth Advisor / Marketing Director
Catherine has been a Financial Advisor for over 18 years and focuses on supporting successful attorneys, business owners, corporate executives, and other high net worth individuals to achieve their financial goals and objectives with tailored investment strategies designed to help mitigate taxes, manage, and preserve wealth.
In addition to helping her own clients thrive, Catherine continually gives of her time, talent, and treasure to causes and organizations she feels strongly about in the community. Catherine is currently Treasurer on the San Diego La Raza Lawyers Association Public Benefit Fund and Latinas in Medicine. She has received many awards through the years for her work in the community and in 2022 was awarded "Latino Leaders of Influence Top 50" by the San Diego Business Journal in association with the San Diego County Imperial Valley Hispanic Chamber. With the additional role of Marketing Director Catherine will be working to increase the branding and identity initiatives of Stirling Financial Group.
Job Titles:
- Client Services Assistant