Premier Tax & Wealth Advisors

CONNECT

Address:

1330 Sullivan Avenue
South Windsor, CT 06074

Phone:

(860) 872-6866

About Us

   Cathy Pinard, CPA
   Founder & Wealth Advisor
 
   Cathy, principal of Premier Tax & Wealth Advisors, has been a licensed CPA for over 25 years initially
   joining the financial industry solving issues surrounding taxes and financial management. In the year
   2000, Cathy expanded her CPA practice to include integrated tax and wealth management services to
   fulfill her passion of working with individuals in a more "forward looking" manner. For her, that means
   helping clients identify their goals and dreams, developing a strategy to make their desired lifestyle a
   reality, and providing advice that touches every area of life. Cathy approaches the financial planning
   process from a tax and risk based perspective helping clients bridge the gap between risk and reward.
   As a financial advisor and CPA, Cathy is committed to life-long learning and her keen analytical skills
   and objective approach give her the ability to help you address any financial weaknesses you may
   have, build on your strengths, and address the financial planning areas that are most important to you
   and your family.
 
   Cathy graduated from Central Connecticut State University with a Bachelor of Science degree in
   Accounting. She is a Certified Public Accountant (CPA) and an Investment Advisor Representative of
   Cambridge Investment Research Advisors, Inc. Cathy holds FINRA Series 7 and 66 securities licenses
   and various state life and health insurance licenses. Cathy stays connected within the industry through
   various professional memberships including the Financial Services Insitute, American Institute of
   Certified Public Accountants (AICPA), AICPA Personal Financial Planning Section, CT Society of
   Certified Public Accountants (CTCPA), CTCPA Trust, Estate & Gift Taxation Committee and
   CTCPA Federal Income Taxation Committee.
 
   Cathy is an antique car enthusiast, enjoys walking the beach, reading, cooking and spending time with
   her family and friends.

   

 
 
 
  
 
 
 
 
 
 
 
 
 
 
 
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck