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Catherine Allen-Carlozo,


Catherine Allen-Carlozo

Catherine strives to provide clients the clarity, confidence, and capability they need to reach their financial goals. Recognizing that financial freedom means something different for everyone, she partners with clients to help them define and pursue their unique dreams so they can live their best life in retirement.

Along with being a CERTIFIED FINANCIAL PLANNER®, she is a Registered Social Security Analyst, and emphasizes Social Security education in her financial planning approach with clients. Catherine believes that optimizing the timing of Social Security benefits is a critical retirement planning decision that has the potential to make or break a client’s future financial success.

A true team player who is always looking for ways to make someone’s day brighter, it’s no wonder Catherine is inspired by Hellen Keller, who said, ““Alone we can do so little; together we can do so much.” Catherine also draws inspiration from her favorite affirmation: “I will allow abundance into my daily life.”

Catherine joined HFM in 2018; she fell in love with the firm’s investment philosophy, collegial culture, team-driven approach, community outreach, and supportive leadership. She is married with three stepchildren. Catherine is a history buff (any era), a space geek (a given, since her brother is a astronaut), and a huge fan of the U.S. Navy Blue Angels. She sits on the board of directors for her local Habitat for Humanity.

Fun fact: Catherine’s favorite pastimes are Zumba and any kind of dancing as often as humanly possible.

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