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Deerfield- 520 Lake Cook Rd

Catherine Goel

CPWA®

Senior Wealth Advisor

520 Lake Cook Rd, Suite 520
Deerfield, IL 60015

Catherine Goel

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Catherine Goel

Professional Certifications

  • CPWA® – Certified Private Wealth Advisor®

About Catherine

Catherine joined Focus Partners Wealth in 2026. During her tenure in the financial services industry, she has worked in many different capacities, including research, trading, and operations. Prior to that, Catherine served as an analyst in interest rate derivative sales for Credit Suisse First Boston.  

Education and Professional Milestones 

-Cornell University – bachelor’s degree in operations research and industrial engineering  

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