Cat Lambertini

Cat Lambertini, is a Senior Financial Advisor and Director of Small Business Solutions at Proxy Advisory Group in Los Angeles. With over a decade of experience at Morgan Stanley and Merrill Lynch, she has built her practice around corporate retirement plans and managed money strategies, delivering high-touch, process-driven service for 401(k) and 403(b) clients.

A proud native Angeleno, Cat studied at Cal Poly–San Luis Obispo and UCLA, and completed part of her education in Italy, where she also ran an import-export business. Fluent in Spanish and Italian, she brings a global perspective, entrepreneurial experience, and a philosophy-driven approach to helping businesses and individuals make confident financial decisions.