Catherine Mathis CFP®, MBA
Catherine Mathis, CERTIFIED FINANCIAL PLANNER® a professional, founded Berkeley Advisors, Inc. in 2004 to build strategies for families and individuals designed to help them create the financial future they envision.
Prior to founding Berkeley Advisors, she had a 27-year corporate banking career with a focus in international banking/trade finance. Georgia Governor Zell Miller appointed her to an International Advisory Council. At the request of Georgia Governor Roy Barnes, Catherine served as one of two state-wide appointees to the 13-state Southern Growth Policies Board for development of economic policies to foster growth.
Catherine earned her MBA with a major in Finance from Georgia State University in 1998. Catherine graduated from Sewanee: University of the South in 1977 with a B.A. in History.
Catherine and her husband, Gordon, live in Sandy Springs, Georgia. While primarily focused on her grandchildren outside of work, she has also found time to draft a debut historical novel. She and Gordon enjoy visiting with outsider artists and cooking great meals.
