Senior Service Advisor

Catherine Norris, FPQP™

Catherine Norris is a Senior Service Advisor at Capital Advantage. She is a Financial Paraplanner Qualified Professional (FPQP™) and an Investment Advisor Representative. Catherine is responsible for managing client accounts, maintaining client relationships, and financial planning.

Catherine began her financial services career in 1981, working extensively in private wealth management and investment management. In 1990, Catherine joined an Oakland-based hedge fund as the Client Service Manager, and over her 13-year career became the Office Manager and the Family Office Specialist. In 2003, she joined the San Francisco-based hedge fund Mosaic Investments LLC as the Operations Manager. She joined Capital Advantage in 2008.

Catherine lives with her husband and two Havanese dogs in Pleasanton, and has an adult son and daughter. Raised in Ohio, she is an avid Ohio State Buckeye fan, and enjoys all levels of sporting events (with a passion for the San Francisco Giants!), entertaining, and assisting her gourmet chef husband in the kitchen.

Find Your Answers

Connect with an advisor & discover if your prepared for retirement

If you have questions about your financial health and retirement plan we’re here to help. Start with a no obligations consultation with a trusted advisors and start finding the answers to your questions.