Catherine C. Latto,  CFP<sup>&reg;</sup> - Financial Advisor

Catherine C. Latto, CFP®

Sole Proprietor

Latto and Associates, Inc.

1118 Savannah Hwy, Ste A
Charleston, SC 29407
FINANCIAL ADVISOR'S WEBSITE
(843) 557-2762

General

Catherine Latto is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Latto and Associates, Inc. in Charleston, SC and the surrounding communities.

Financial Advisor Experience

For over 35 years I and my team have worked with people to navigate through life's financial challenges from the birth of a newborn to the passing of a loved one and all that happens in between.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: SC
  • Health/disability insurance: SC
  • Fixed annuities: SC
  • Variable annuities: SC

Broker-Dealer Affiliation

Royal Alliance Associates, Inc.

Broker-Dealer Disclaimer

Registered Representative and Investment Advisor Representative of and securities offered through Signator Investors, Inc. Member FINRA, SIPC, and an SEC Registered Investment Adviser.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Disaster Recovery, Employee Benefits, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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