Catherine Ottaviano
CFP®
Financial Advisor, RJFS

46165 Westlake Drive
Suite 200
Sterling, VA 20165
Phone: 703-406-8440
Fax: 703-406-8441
Contact Us

Map & Directions

Mission Statement

As an independent professional advisor, I can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

My approach to investing is straightforward: I focus on becoming your partner in building the future you desire. As we work together, I'll thoroughly explain the investment strategies I recommend, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. My mission is to help my clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products, and personal, efficient service.

My client base is primarily international teachers and schools. I am affiliated with the International Schools Services (ISS) Financial Network in Princeton, NJ as the representative for the Asia region. My unique blend of experience has allowed me to provide specialized support for both U.S. citizens and foreign nationals residing outside of the United States in the area of financial and retirement planning. I also work with international schools to provide them with specifically tailored programs for group retirement programs, cash management and asset management.

Assisting international teachers and schools by providing personalized service at their international location is one of the hallmark’s of my approach to serving the needs of my clients. This personal approach helps to make the many complexities of living overseas appear less overwhelming for international educators and schools and provides them with a comprehensive array of financial services.