CP
CP

Catherine Pinkas

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
5,619 clients
Average Client Portfolio
$640K average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
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Location

475 Springfield Ave., Suite #1, Summit, NJ, 07901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Catherine is a part-time instructor at the University of California Berkeley and Chabot College. She is also an independent insurance agent and an owner/financial advisor at Sage Financial Network, where she sells securities, insurance, and annuities full-time.

Employment History
Current Registrations
The Leaders Group, INC.
May 2025 - Present · 9 mos
The Leaders Group, INC.Broker
May 2025 - Present · 9 mos
Simplicity Wealth
February 2025 - Present · 1 yr
Previous Registrations
Lifepro Asset Management
July 2020 - February 2025 · 4 yrs 7 mos
Fsc Securities Corporation
January 2019 - July 2020 · 1 yr 6 mos
Fsc Securities CorporationBroker
March 2009 - July 2020 · 11 yrs 4 mos
LPL Financial Corporation
December 2008 - April 2009 · 4 mos
LPL Financial CorporationBroker
December 2008 - April 2009 · 4 mos
Fsc Securities Corporation
April 2008 - December 2008 · 8 mos
Fsc Securities CorporationBroker
April 2008 - December 2008 · 8 mos
Financial Network Investment Corporation
May 2007 - April 2008 · 11 mos
Financial Network Investment CorporationBroker
May 2007 - April 2008 · 11 mos
Edward Jones
March 2007 - May 2007 · 2 mos
Edward JonesBroker
March 2003 - May 2007 · 4 yrs 2 mos
State Registrations4 states
CADCMDTX
Advisor
Exams
No exam information available for this advisor.