Services
Expert financial advice tailored to your needs, helping you achieve your financial goals effectively.
Financial Consultation
I offer one-on-one guidance to clarify your financial goals, manage risks, and build lasting wealth.
Retirement Planning
I work with you to design personalized strategies that secure your future and help you enjoy a comfortable retirement.
I provide expert market insights and hands-on support to help you navigate stock market opportunities effectively.
Stock Brokerage
About Me
With over two decades of experience in the financial industry, I serve as a Managing Director specializing in Taxable Fixed Income Sales at Oppenheimer & Co. Inc. My journey in finance began at Bear, Stearns & Co. Inc. in 2002, where I gained valuable experience in securities trading and market operations. In 2005, I joined Oppenheimer & Co. Inc., starting as a Sales Assistant and quickly advancing through various roles to become Managing Director in 2015. My career reflects my strong analytical skills, market insight, and dedication to providing exceptional financial solutions.
I am passionate about the financial markets and committed to helping my clients navigate complex investment landscapes. My expertise in fixed-income sales and market trends allows me to deliver strategic, value-driven financial strategies that align with each client’s objectives. I pride myself on upholding the highest standards of professionalism, integrity, and a client-first approach, always striving to empower my clients to achieve their financial goals.
1000+
52
State Licenses
Successful Portfolio
99%
Client Satisfaction
Client Feedback
Hear from our satisfied clients about their experiences with us.
Catalina Soto Busch is a true professional who always goes above and beyond for her clients. she's passionate about helping people reach their financial goals.
Edwards Watt
New York
What sets Catalina Soto Busch apart is her genuine concern for her clients. She combines expertise with a personal touch that makes you feel like you're in the best hands.
Heather Miscuk
West Virginia
★★★★★
★★★★★
★★★★★
I got in contact with Catalina Soto Busch through an old family friend, it was a period of financial turmoil for my entire family and I met the perfect person for the Job! She patiently showed me what I was doing wrong and suggested really helpful ways to fix my harmful trading habits.
Laurie Salvatoria
Ohio
★★★★★
I totally enjoy working with Catalina Soto Busch, She is so down to earth and really knowledgeable about the financial markets. She has been guiding me privately on how to grow my portfolio for over two years now and the results have been simply amazing so far.
Lynn Stromness
Utah
Location
Reach out to discuss your financial needs and explore how we can assist you in achieving your goals.
Location
3438 Peacetree Rd. NE Suite 950 Atlanta, GA.
Hours
Mon-Fri 9am