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Catalano Financial in The Woodlands Texas

Catalano Financial in The Woodlands Texas

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(832) 696-0990
1095 Evergreen Circle, Suite 200
The Woodlands, TX  77380
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Catalano Financial
Financial solutions that align with your values

Peter Catalano started his career in 1992. He continues to provide financial planning, wealth management, investment planning, disability and life insurance planning and retirement planning. He is based in The Woodlands, Texas.

Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Registered Investment Advisor (Texas)
Life Insurance Agent (Texas/Colorado)
(CRD #298405)

Services Offered

What is a Chartered Financial Consultant (ChFC)?
In 1982, the ChFC designation was introduced as an alternative to the CFP designation. It's awarded by the American College of Financial Services in Bryn Mawr, Pennsylvania. The ChFC is less known than the CFP, but still stands as a distinguished certification in financial planning. The biggest difference between the two is the process of becoming certified. Click HERE for further explanation of a Chartered Financial Consultant.

What is a Certified Financial Planner (CFP)?
The CFP designation remains the most widely known certification for financial planning. It is awarded by the Certified Financial Planner Board of Standards. There are four requirements to receive the designation: education, a comprehensive exam, work experience, and ethics. Click HERE for an explanation of each of the four “E’s”.

Bottom Line
From a client standpoint, the differences between a ChFC and CFP are minor. Even with the educational differences, they are fairly similar in practice as financial advisors. Both still require extensive education and experience that prepares advisors to give the best financial advice. So, when it comes to choosing an advisor, it is better to judge an advisor on an individual basis, rather than based on which one of these two designations the advisor holds.
Peter Catalano received his Chartered Financial Consultant designation in 1999 and his Chartered Life Underwriter designation in 2001. He continues to hold the designations by completing the required continuing education and ethics training every two years.

Ready to Hire a Financial Advisor? Contact Me Today

You can easily utilize the MyBlocks software for your financial planning. For more in-depth analysis and to keep yourself held accountable, consider hiring me as your financial advisor. I would be happy to explore the options with you. Click below to set an initial phone appointment.

As practitioners of Values-Based Financial Planning™ we will help you build a financial strategy, starting with your own unique values – what is truly important to you.

1095 Evergreen Circle, Suite 200.
The Woodlands, TX. 77380
(832) 696 - 0990


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