Meet our newest Investor Coach!

 

HFM Investment Advisors, LLC expanded its growing firm with the recent hiring of Catherine Allen-Carlozo, CERTIFIED FINANCIAL PLANNER.

Allen-Carlozo is an experienced financial professional, serving clients needs for more than 30 years. She joined the firm in late, 2018.

“I have been impressed with Catherine’s integrity and intelligence for a quite a long time. Her reputation, the genuine relationships she has with her clients and her stick-to-it-iv-ness are all virtues we value here at HFM,” said Michael Pallozzi, president the firm located in Glassboro, NJ.

Allen-Carlozo serves clients, many of whom are women growing or reclaiming their independence from a divorce or loss.

“At this moment in their lives, many of my clients want more than a snapshot view of their financial picture. It is my passion and goal to change the conversation about personal finance for women and help them experience lasting financial freedom. The culture Mike has established at HFM allows me to do that,” Allen-Carlozo said.

HFM Investment Advisors, LLC is an independent, fee-based investment management and financial planning firm that empowers our clients through coaching and discipline to reach a higher level of investing peace of mind. The firm has served clients South Jersey and the Greater Philadelphia region since 1989.