Celine J. Pastore, Crpc®, Mrfc®
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Celine J. Pastore, Crpc®, Mrfc® Email & Phone Number

Founder | Wealth Manager and Chief Compliance Officer for SimplePath Wealth Management, LLC at SimplePath Wealth Management, LLC
Location: Palm Harbor, Florida, United States 9 work roles 4 schools
1 work email found @windsormarketinggroup.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email c****@windsormarketinggroup.com
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Role
Founder | Wealth Manager and Chief Compliance Officer for SimplePath Wealth Management, LLC
Location
Palm Harbor, Florida, United States

Who is Celine J. Pastore, Crpc®, Mrfc®? Overview

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Quick answer

Celine J. Pastore, Crpc®, Mrfc® is listed as Founder | Wealth Manager and Chief Compliance Officer for SimplePath Wealth Management, LLC at SimplePath Wealth Management, LLC, based in Palm Harbor, Florida, United States. AeroLeads shows a work email signal at windsormarketinggroup.com and a matched LinkedIn profile for Celine J. Pastore, Crpc®, Mrfc®.

Celine J. Pastore, Crpc®, Mrfc® previously worked as Founder | Holistic Retirement Advisor at Simplepath Retirement, Llc and Founder | Wealth Manager & Chief Compliance Officer for SimplePath Wealth Management, LLC at Simplepath Wealth Management, Llc. Celine J. Pastore, Crpc®, Mrfc® holds Chartered Retirement Planning Counselor (Crpc®) from College For Financial Planning.

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*@windsormarketinggroup.com
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Profile bio

About Celine J. Pastore, Crpc®, Mrfc®

Interestingly enough, I had no intention on becoming a financial professional in my early career. Previously I owned a successful consulting & marketing firm working primarily with financial advisors, physicians and small business owners when everything changed.....my dad was diagnosed with Alzheimer's. He was the guy who always had money in his pocket and knew how to stretch a dollar further than most, but he never understood the need for a financial professional.The motivating event to change career paths came while watching my mother, (who was a selfless, self-made businesswoman), suffer with both fear and humiliation when her husband and soul mate ended up on Medicaid in a nursing home because of a lack of proper planning. While helping my mom through this ordeal, I decided to to make it my life’s purpose to help educate and guide families to and through their retirement, like I wish someone would have done for my parents. I understand that each of my clients have unique and varying needs and by being an independent investment adviser and insurance agent - with access to multiple solutions, carriers, and resources - I can help them to create their own independence in retirement. Whether I am doing an income plan for a retiree or assisting a small business owner to set up a retirement or succession plan, it is always the clients goals that dictate the outcome, not the products or services I can provide. If there is one lesson I learned from this experience, it is that "you don't know, what you don't know."​ I would be honored to have to the opportunity to share with you what I know, in order to help you to to plan for the "what ifs" in life!Industry regulations prohibit endorsements or testimonials for SimplePath Wealth Management, LLC (SWM) or SimplePath Retirement, LLC or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services are offered by SimplePath Wealth Management, LLC a Registered Investment Advisor in the State of Florida. Insurance products and services are offered through SimplePath Insurance & Tax Planning, LLC (SITP), an affiliated company. SWM and SITP do business collectively as SimplePath Retirement, LLC and are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.

Listed skills include Comprehensive Planning, Retirement Planning, Iras, Estate Planning, and 45 others.

Current workplace

Celine J. Pastore, Crpc®, Mrfc®'s current company

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SimplePath Wealth Management, LLC
Simplepath Wealth Management, Llc
Founder | Wealth Manager and Chief Compliance Officer for SimplePath Wealth Management, LLC
Palm Harbor, FL, US
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9 roles

Celine J. Pastore, Crpc®, Mrfc® work experience

A career timeline built from the work history available for this profile.

Founder | Holistic Retirement Advisor

Current

Tampa/St. Petersburg, Florida Area

I help my clients with the potential pitfalls in maintaining their lifestyle in retirement, including "parent proofing" their portfolio, managing taxes, and generating reliable income. As a business owner for over 20 years, an independent wealth manager and fiduciary, I've dedicated my life to helping women, high-net-worth families, and business professions to create a confident retirement using a simple, straight-forward approach to holistic financial planning!Our SimplePath Roadmap® walks our clients through all 5 areas of financial planning in a simple to understand and implement process including: income planning, investment planning, tax planning, healthcare planning and legacy planning.

Jun 2013 - Present

Founder | Wealth Manager & Chief Compliance Officer For Simplepath Wealth Management, Llc

Current

SimplePath Wealth Management, LLC is a Registered Investment Advisor in the State of Florida and owned and operated by SimplePath Retirement, LLC.

Jul 2020 - Present

Founder | Insurance Agent For Simplepath Insurance & Tax Planning, Llc

Current

SimplePath Insurance & Tax Planning, LLC is a Licensed Insurance Agency in the State of Florida and is owned and operated by SimplePath Retirement, LLC

Jan 2020 - Present

Founder | Financial Advocate For Women

Current

Palm Harbor, Florida

At Women's Wealth we understand that true wealth means being able to share your life with the people you love - free from financial anxiety or fear. It means having the resources and freedom to spend your time doing the things you really want to do. That's why we pour our hearts out to help women and their families to reach the financial security and independence they deserve!

Jun 2013 - Present

Founder | Business Consultant For Financial Advisors

Wms

Palm Harbor, Florida

Business, leadership, operations, planning and marketing consulting for financial services industry. I have had the honor of working with various types of advisers from around the country including independents, insurance agents, hedge fund managers, Wall Street brokers, and wire houses.

May 2003 - Jun 2013

Client Services Director

Tampa/St. Petersburg, Florida Area

Investment Advisory firm, servicing retirees and pre-retirees throughout Tampa Bay.

Oct 2010 - Mar 2013

Client Services Coordinator

Wealthbuilders Financial Group

Trinity, Florida

Firm provided Wealth Management and Financial Planning Services for retirees and pre-retirees in N. Pinellas and Pasco county.

Jan 2010 - Oct 2010

Executive Director

Pinellas County Chiropractic Society

Seminole, Florida

Worked directly with the BOD's, sponsors and ancillary physician's to assist in the growth of this non-profit organization to its highest membership and participation since it's inception in 1952. Was further honored as the only non Chiropractor to win the prestigious Presidents Award for outstanding contributions to the field of Chiropractic.

Mar 2001 - Dec 2003
4 education records

Celine J. Pastore, Crpc®, Mrfc® education

FAQ

Frequently asked questions about Celine J. Pastore, Crpc®, Mrfc®

Quick answers generated from the profile data available on this page.

What company does Celine J. Pastore, Crpc®, Mrfc® work for?

Celine J. Pastore, Crpc®, Mrfc® works for SimplePath Wealth Management, LLC.

What is Celine J. Pastore, Crpc®, Mrfc®'s role at SimplePath Wealth Management, LLC?

Celine J. Pastore, Crpc®, Mrfc® is listed as Founder | Wealth Manager and Chief Compliance Officer for SimplePath Wealth Management, LLC at SimplePath Wealth Management, LLC.

What is Celine J. Pastore, Crpc®, Mrfc®'s email address?

AeroLeads has found 1 work email signal at @windsormarketinggroup.com for Celine J. Pastore, Crpc®, Mrfc® at SimplePath Wealth Management, LLC.

Where is Celine J. Pastore, Crpc®, Mrfc® based?

Celine J. Pastore, Crpc®, Mrfc® is based in Palm Harbor, Florida, United States while working with SimplePath Wealth Management, LLC.

What companies has Celine J. Pastore, Crpc®, Mrfc® worked for?

Celine J. Pastore, Crpc®, Mrfc® has worked for Simplepath Wealth Management, Llc, Simplepath Retirement, Llc, Women'S Wealth Advisor, Wms, and Harwood Financial Group.

How can I contact Celine J. Pastore, Crpc®, Mrfc®?

You can use AeroLeads to view verified contact signals for Celine J. Pastore, Crpc®, Mrfc® at SimplePath Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Celine J. Pastore, Crpc®, Mrfc® attend?

Celine J. Pastore, Crpc®, Mrfc® holds Chartered Retirement Planning Counselor (Crpc®) from College For Financial Planning.

What skills is Celine J. Pastore, Crpc®, Mrfc® known for?

Celine J. Pastore, Crpc®, Mrfc® is listed with skills including Comprehensive Planning, Retirement Planning, Iras, Estate Planning, Life Insurance, Real Estate, Investment Advisory, and Long Term Care.

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