Celine J. Pastore, Crpc®, Mrfc® Email & Phone Number
@windsormarketinggroup.com
LinkedIn matched
Who is Celine J. Pastore, Crpc®, Mrfc®? Overview
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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.
Email format at SimplePath Wealth Management, LLC
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AeroLeads found 1 current-domain work email signal for Celine J. Pastore, Crpc®, Mrfc®. Compare company email patterns before reaching out.
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.
Celine J. Pastore, Crpc®, Mrfc®'s current company
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Celine J. Pastore, Crpc®, Mrfc® work experience
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Founder | Holistic Retirement Advisor
CurrentI 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.
Founder | Wealth Manager & Chief Compliance Officer For Simplepath Wealth Management, Llc
CurrentSimplePath Wealth Management, LLC is a Registered Investment Advisor in the State of Florida and owned and operated by SimplePath Retirement, LLC.
Founder | Insurance Agent For Simplepath Insurance & Tax Planning, Llc
CurrentSimplePath Insurance & Tax Planning, LLC is a Licensed Insurance Agency in the State of Florida and is owned and operated by SimplePath Retirement, LLC
Founder | Financial Advocate For Women
CurrentAt 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!
Founder | Business Consultant For Financial Advisors
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.
Client Services Director
Investment Advisory firm, servicing retirees and pre-retirees throughout Tampa Bay.
Client Services Coordinator
Firm provided Wealth Management and Financial Planning Services for retirees and pre-retirees in N. Pinellas and Pasco county.
Executive Director
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.
Celine J. Pastore, Crpc®, Mrfc® education
Chartered Retirement Planning Counselor (Crpc®)
Investment Advisor Representative (Series 65)
Insurance Agent: Life, Health & Annuities (2-15)
Small Business Administration/Management
Frequently asked questions about Celine J. Pastore, Crpc®, Mrfc®
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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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