The People Behind Your Peace of Mind
Trusted guides who coordinate your financial life—so you can retire on your terms.

Tony Catanzarite

Financial Advisor

Tony began his career in the financial services industry in 1991 after 13 years as an accountant, predominantly as a manager for two Fortune 500 companies. A 1978 graduate of Saint Joseph’s College (Rensselear, Ind.), he holds a degree in Accounting and Economics. In 1996, Tony established Catanzarite Financial Services, Inc.

Tony met his wife, Dolores—to whom he has been married for 36 years—at Saint Joseph’s College. They have four children: Christina, Joseph, George and James. Tony’s experience of raising a family, putting three children through college, planning for the college education of his 18 year old son, and an active role in the care of his parents offers a unique and valuable perspective to financial and ethical issues facing families of all ages today.

Part of the Catanzarite value system is giving back to the community. Tony has been involved in coaching basketball and baseball for over 20 years. He is a member of Holy Family Parish, Knights of Columbus, and has been active in Marian High School’s Knights in Need Program since its inception in 1998. Tony enjoys playing golf and cooking out with family and friends on weekends.

“My goal is to fully understand the values of my client and implement a flexible, tax-efficient strategy that not only meets their goals and objectives but also reflects their family values.”


Joseph Catanzarite, CFP

Certified Financial Planner™ | National Financial Educator | Published Author

Joseph Catanzarite is a recognized retirement income specialist and the creator of the Retire Abundantly Process™—a step-by-step planning system that helps successful professionals, business owners, and independent women reduce taxes, create tax-free income, and protect their legacy.

With over 20 years of experience, Joseph has been featured in media outlets including NBC, CBS, ABC, FOX, Yahoo Finance, MarketWatch, and the Boston Business Journal. He is the co-author of four books, including:

  • Retire Abundantly
  • Build Wealth Like a Shark
  • Retire Like a Shark (with Kevin Harrington of Shark Tank)
  • Retire on Your Terms (Coming Soon)

He speaks regularly at financial briefings and private events, guiding clients who want clarity, confidence, and a coordinated plan for retirement.

“I believe you should live your legacy—not just leave one. My goal is to help you retire on your terms, with clarity and confidence.”
— Joseph Catanzarite, CFP®


Kimberly Martz

Office Coordinator

Kimberly is a dedicated customer service and organizational specialist. In her role as office coordinator, she oversees office operations. She has over 22 years of customer service experience and is a graduate of Ball State University. Outside of her role at CFS Kimberly enjoys teaching dance and spending time with her husband John and daughter Mariella.