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Catherine Sterling

Catherine Sterling, Founder

Catherine founded Summit Wealth Advisors with the vision of providing institutional-quality financial advice to individuals and families. She specializes in comprehensive wealth management for high-net-worth clients and brings a disciplined, research-based approach to investing.

Details

Specialty
Wealth Management & Portfolio Strategy
Email
catherine@summitwealthadvisors.com
Phone
(555) 456-7890
Certifications
CFP, CFA, CIMA