Sarah Cato (CRD# 4865357) is an Investment Advisor Representative working at Park Avenue Securities LLC in Reston, VA and has over 18 years of experience in the finance industry. Sarah Cato has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance | Reston, VA | Jan 2023 - Current | 1 |
| Park Avenue Securities | Reston, VA | Jan 2023 - Current | 1 |
| Guardian Life Insurance Company | Chevy Chase, MD | Feb 2023 - Oct 2023 | < 1 |
| Park Avenue Securities | Chevy Chase, MD | Feb 2023 - Oct 2023 | < 1 |
| Guardian Life Insurance Company | Chevy Chase, MD | Jun 2022 - Jan 2023 | < 1 |
| Park Avenue Securities | Chevy Chase, MD | Jun 2022 - Jan 2023 | < 1 |
| Guardian Life Insurance Company | Reston, VA | Jun 2022 - Jun 2022 | < 1 |
| Park Avenue Securities | Reston, VA | Jun 2022 - Jun 2022 | < 1 |
| Guardian Life Insurance Company | Chevy Chase, MD | Feb 2022 - Jun 2022 | < 1 |
| Park Avenue Securities | Chevy Chase, MD | Feb 2022 - Jun 2022 | < 1 |
| Guardian Life Insurance Co Of America | Bethesda, MD | Oct 2010 - Feb 2022 | 11 |
| Park Avenue Securities LLC | Bethesda, MD | Oct 2010 - Feb 2022 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- CT
- DC
- MD
- MA
- PA
- VA
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
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