Cara Catalina is a Client Services Coordinator at Impact Wealth Management, where she supports client accounts, facilitates account transfers, and helps ensure a seamless onboarding experience. She contributes to the firm’s operational efficiency through compliance research, data analysis, and business reporting, supporting thoughtful and well‑informed decision‑making. As a commissioned Notary Public, Cara also assists clients with essential documentation needs, adding an extra layer of care and convenience to the client experience.
Outside of work, Cara enjoys discovering new brunch spots, spending time in nature, and connecting with family and friends.