Broker Check

First Financial Group - Bethesda, MD

Call Us: (301) 907-9030

 

Sarah M. Cato, CFP®, CHFC®, CLU®, RICP®

With greater than 20 years of leadership experience in the small business industry, Sarah serves as the Director of the Business Strategies Group at First Financial Group. As a professional holding the Certified Financial PlannerTM and Chartered Financial ConsultantTM designations and specializing in business planning, Sarah helps business owners to develop and implement strategies that can enhance, protect and capture business equity, while at the same time coordinating personal and business planning to better build and protect their overall wealth.  Sarah specializes in integrative planning with an emphasis on pre-retirement and retirement planning, and comprehensive business succession strategies and implementation.  With her years as an entrepreneur, business owner, and CEO, she brings her “inside the trenches” knowledge to her work with the business community.

Sarah approaches her work with the understanding that valuable client relationships are built on trust and time, and that each client’s plan should support family values as well as their lifestyle and retirement goals.  She helps her clients create a clear results-oriented plan for the future based on each client’s unique goals and set of resources. This takes an understanding that the best financial plan is a process built on strategies, not a collection of products. Working with Sarah, you will appreciate the thorough and personal care you experience, and the time she takes to understand and support you and your family.

Sarah is a member of the Society of Financial Service Professionals, and the Association for Advanced Life Underwriting. She holds insurance licenses in multiple states, as well as FINRA Series 7 and 66 securities licenses, and is a Registered Representative and Financial Advisor with Park Avenue Securities. She is active in her community, currently serving on the Board of Directors of The Asbury Atlantic Group, as a member of the Investment Committee of Asbury Systems, Inc., and volunteers regularly at St. Albans Episcopal Church.  As of 2008, Sarah has been chosen for membership in the elite organization for financial planning professionals, The Million Dollar Round Table.

She is married to Phillip Cato, an Episcopal priest and ethics consultant, has three grown children and lives in Potomac, Maryland.

Sarah M. Cato Registered Representative and Financial Advisor of Park Avenue Securities LLC.

Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. 


Sarah M. Cato , CFP®, ChFC®, CLU®, RICP®

Director-Business Strategies Group, RR, FA, FR
Bethesda Main Office
7101 Wisconsin Avenue
Suite 1200
Bethesda MD 20814
301-907-9030, x1341
[email protected]


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