About Us
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Cathy Pinard, CPA
Founder
Financial Coach
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
family and friends.
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