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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Woodman is a Certified Financial Planner® with over 20 years of experience in the financial services industry. Catherine has a proven track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Catherine is currently an Investment Advisor Representative with Impact Investors, a firm specializing in providing investment advisory services to a wide range of clients, including high-net-worth individuals, families, charitable organizations, and pension and profit-sharing plans. Prior to joining Impact Investors, Catherine worked for Cambridge Investment Research, Inc. and Protected Investors of America. Catherine is committed to providing her clients with personalized financial advice that helps them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/06/2024 - Present
Impact Investors (SAN FRANCISCO CA)
CA
06/24/2016 - 06/26/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (San Diego CA)
CA
01/14/2003 - 07/22/2016
PROTECTED INVESTORS OF AMERICA (BERKELEY CA)
NY
10/12/2000 - 12/18/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 11/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 06/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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