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Service Description:
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Catherine Pinkas is a financial advisor with Sage Financial Network. Catherine’s financial career began with accounting and auditing, and she served as controller for Agricultural Investment Companies of America in the 1980s. In the 1990’s Catherine moved into the field of mergers and acquisitions where she managed investment partnerships in California, Maryland, New York, and Virginia. Catherine then moved to Bank of America where she worked to interface technology with banking systems geared to serving investors. After the merger with Nations Bank, Catherine formed Sage Financial Network dedicated to serving only individual investors and small businesses.
In addition to her responsibilities at Sage, Catherine teaches a variety of business courses through the University of California Extension. She is a mother of 2, a volunteer for Habitat for Humanity, and an avid Scuba Diving enthusiast.
Catherine has a passion for helping individuals with sound, practical investment management and will speak with us about the financial risks of retirement, increasing current and future income, asset allocation, and cash flow management.
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