Cathy Pereira, CFP®, CDFA®
Senior Financial Consultant
Cathy Pereira is a Senior Financial Consultant at Manning & Napier. In this capacity, she is responsible for coordinating all aspects of client relationships, including holistic wealth management and financial planning.
Cathy re-joined the firm in 2021 after previously working for the firm in an investment research role in the mid to late 90s. She has nine years of experience in the financial services industry. Cathy is on the Parish Council for St. Louis Church.
Cathy earned her BS from SUNY Geneseo. She is a CERTIFIED FINANCIAL PLANNER™, holds her Certified Divorce Financial Analyst® designation, holds Series 6 and 63 licenses, and is a member of the Estate Planning Council of Rochester.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.