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Peter Catalano

ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

Professional Profile

About me (self-reported)

Peter Catalano, ChFC®, CLU®, is the founder of Catalano Financial, an independent financial advisory firm in The Woodlands, Texas. Since 1992, Peter has helped individuals, families and business owners coordinate financial planning, investments, retirement income, insurance and estate planning strategies. His planning-first approach begins with understanding what matters most and what each client's money needs to accomplish.

Address 1095 Evergreen Circle
The Woodlands, TX 77380

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My Expertise Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management, Life Insurance & Risk Management Designations Held
ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.
Minimum Assets $750,000 - $999,999 Minimum Income $200K - $249,999 Languages Spoken (self-reported) English

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