Catalano Financial

Catalano Financial Houston-area financial advisor helping clients make better decisions by addressing both the numbers and the emotions behind money.

When strategy aligns with values and behavior, clarity, confidence, and progress follow.

09/22/2026

Why would someone call me instead of another financial advisor?
For me, it starts with understanding the person before we start talking about the money.

Your investments matter. Your retirement accounts matter. Your financial strategy matters.

But they only matter in the context of what you're trying to accomplish with your life.

That’s what I want financial planning to be about — understanding what matters to you, where you want to go, and then helping build a financial strategy around it.

That’s a little of what makes Catalano Financial different.
Another Hey Pete conversation about money, retirement, business, and what matters.

09/15/2026

Do you have to pay a financial advisor based on how much money you have invested?

Not necessarily.

There are different ways to structure a financial advisory relationship.

Some people want comprehensive financial planning for a fixed fee.

Some want ongoing investment management and prefer a fee based on the assets being managed.

Others have more complex needs and may prefer an ongoing advisory relationship for an agreed-upon annual fee.

I think the better question isn’t simply, “What does an advisor charge?”

It’s:

“What am I hiring my advisor to do—and does the way I’m paying make sense for that relationship?”

At Catalano Financial, clients have options.

09/14/2026

Before we talk about financial planning, what do I believe?
I believe God exists. I believe He has given each of us talents. And I believe that when we understand our values and build our lives around them, we have a much better chance of living a life that’s truly right for us.
That’s also how I think financial planning should work.
Values first. Goals second. Money third.
Figure out what matters. Build goals around it. Then use your money as a tool to help make those goals possible.
Money isn’t the destination. It helps fund the life you actually want to live.
Another Hey Pete conversation about money, faith, retirement, business, and what matters.

09/08/2026

Business owners: What happens to your business when you’re ready to step away?
You spend years building it. It generates income. It supports your family. And there’s often a tremendous amount of emotion tied to it.
But there’s something important to remember:
Your business is an asset.
Will you sell it? Give it to your kids? Sell it to them? Sell to a competitor? Or eventually close the doors?
The time to think about those questions isn’t the day you’re ready to retire. Your business deserves a strategy for its next chapter — just like the rest of your financial life.
Hey Pete — short conversations about money, business, retirement, and the decisions that shape our financial lives.

09/02/2026

What are you retiring into?
We spend a lot of time planning for retirement — saving, investing and figuring out whether there's enough.
But I think there's another question that's just as important: What is going to pull you forward once you get there?
Here's the first installment of Hey Pete — short conversations about money, retirement and the life we're actually planning for.
— Peter

“I have a 401(k)…I’m fine.”Not necessarily.A retirement account isn’t the same thing as a retirement strategy.
08/20/2026

“I have a 401(k)…I’m fine.”

Not necessarily.

A retirement account isn’t the same thing as a retirement strategy.

Your business may be your biggest asset.But…Is it your retirement plan?
08/17/2026

Your business may be your biggest asset.

But…

Is it your retirement plan?

Should I pay off my mortgage before retirement?(Answer: It depends.)
08/13/2026

Should I pay off my mortgage before retirement?

(Answer: It depends.)

You’d get one before surgery.Why not before retirement?A second opinion doesn’t mean something is wrong.It means somethi...
08/10/2026

You’d get one before surgery.

Why not before retirement?

A second opinion doesn’t mean something is wrong.

It means something is important.

Address

1095 Evergreen Circle Suite 200
The Woodlands, TX
77380

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15124508890

Website

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