CALIFORNIA, SAN FRANCISCO BAY AREA – VISIT WEBSITE

CATHERINE “CATH” CARTIER

CCARTIER@PROGRESSIVEASSETMANAGEMENT.COM

800-471-7244

510-587-0800

Catherine “Cath” Cartier joined Progressive Asset Management at its inception in 1987 as an assistant to Peter Camejo and has worked with clients in all capacities since then with a focus on helping people meet their investment needs. She is an Investment Advisor Representative with Securities America Advisors, Inc.  Prior to joining PAM, Cath worked with Peter at Prudential Bache Securities. Cath holds her Series 7 General Securities, Series 24 General Principal and Series 53 Municipal Principal registrations.  

Securities State Registrations - AK, CA, CO, FL, ID, CT, IL, IN, LA, MA, MD, ME, MI, MN, NH, NM, NY, OR, PA, RI, SC, TX, VA, WA, and WI.

CA Insurance License - #0E09767

TIM RICH, CFP®
TRICH@PROGRESSIVEASSETMANAGEMENT.COM

800-471-7244
510-587-0800

Tim Rich has managed investments consistent with people's values since joining Progressive Asset Management in 1999. An affable advisor who really listens to clients, Tim quickly establishes trustworthy relationships. He is an Investment Advisor Representative with Securities America Advisors, Inc. and a CERTIFIED FINANCIAL PLANNER™ practitioner.

Securities State Registrations - CA, CO, CT, DC, MD, ME, MI, MN, NH, NM, NY, PA,TX, WA, and WY

CA Insurance License - #0E03344  

CALIFORNIA, Southern – VISIT WEBSITE

MARLA MALASPINA, CFP®

MMALASPINA@PROGRESSIVEASSETMANAGEMENT.COM

510-587-0800

Marla Malaspina joined PAM as an Investment Advisor in 2006 to better incorporate Social Responsible Investing principles into her business practice. She is an Investment Advisor Representative with Securities America advisors, Inc. Her goal is to help her clients align their investments with their values. She holds a Series 7 General Securities license and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Securities State Registrations - CA, FL, NM and OR

CA Insurance License - # 0C08548