Catherine Ocampo

Employer firm

Rwa Wealth Partners CRD 156984

$19.8B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TRUSTEE AND TRUST ADMINSTRATION

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → 11/2020
  The Lotus Mind + Body Spa Inc
  Needham, MA
• 11/2020 → 02/2022
  Fidelity Investments
  Merrimack, NH
• 04/2022 → 06/2025
  Gwfs Equities, Inc
  Greenwood Village, CO
• 06/2025 → Present
  Rwa Wealth Partners, Llc
  Newton, MA

Previous Registrations

• 2022-05-06 → 2025-06-10
  Empower Advisory Group, Llc
  Needham, MA
  Greenwood Village, CO
  Exeter, NH

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-31
• S63 Uniform Securities Agent State Law Examination
  2021-04-10

Designations

• Certified Financial Planner

Other Names

• Catherine Manalo Ocampo
• C Ocampo
• Catherine Manalo Ocampo-Harris
• Catherine Ocampo Teodorescu
• Catherine Manalo Ocampoharris
• Catherine Teodorescu