CFP
HFM Investment Advisors

Catherine Allen-Carlozo, CFP®, RICP®, RSSA® is a Financial Advisor with 30 years of experience helping individuals and families build secure and meaningful financial futures. As a CERTIFIED FINANCIAL PLANNER® Professional and Senior Advisor at HFM Investment Advisors, LLC, she specializes in retirement planning and wealth management, guiding clients through complex decisions with clarity, discipline, and purpose.

Catherine believes financial stability is foundational to dignity, opportunity, and long-term well-being. Her passion for Habitat for Humanity stems from that same belief: that safe, affordable housing creates the platform from which families can thrive. She is honored to serve on the Board of Directors to support Habitat's mission of building strength, stability, and self-reliance through shelter.

In addition to her board service with Habitat, Catherine also serves as a Trustee for the Inspira Health Foundation.