AeroLeads people directory · profile
Dan Pascone💸 Email & Phone Number
Founder and CEO
at
Tailored Wealth
2 work emails found
@stratfs.com
6 phones found area 860, 203, and 212
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and CEO
Location
Fairfield, Connecticut, United States
Company size
Who is Dan Pascone💸? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dan Pascone💸 is listed as Founder and CEO at Tailored Wealth, a with 3 employees, based in Fairfield, Connecticut, United States. AeroLeads shows a work email signal at stratfs.com, phone signal with area code 860, 203, 212, and a matched LinkedIn profile for Dan Pascone💸.
Dan Pascone💸 previously worked as Founder and CEO at Tailored Cents and Author and Content Creator at Making Sense Of Your Money. Dan Pascone💸 holds Master Of Business Administration (M.B.A.), John F. Welch School Of Business from Sacred Heart University.
Company email context
Email format at Tailored Wealth
This section adds company-level context without repeating Dan Pascone💸's masked contact details.
{first_initial}{last}@stratfs.com
89% confidence
AeroLeads found 2 current-domain work email signals for Dan Pascone💸. Compare company email patterns before reaching out.
Profile bio
About Dan Pascone💸
As the Founder & CEO of Tailored Wealth, my mission is clear: to help high-income professionals and business leaders optimize their wealth so they can focus on what truly matters. Whether it's cutting down taxes, maximizing the value of complex equity compensation, or crafting a retirement plan that secures your future, I’m here to make sure your money works as hard as you do.With a background as a former executive and revenue leader, I understand the unique challenges faced by high-earning professionals juggling complex compensation packages, tax burdens, and high expectations. My team and I specialize in guiding you through tax-saving strategies, equity optimization, and proactive investment management, all tailored specifically to your goals and lifestyle.At Tailored Wealth, every strategy is data-driven, transparent, and customized. Our approach ensures you’re not leaving wealth-building opportunities on the table, and our ultimate goal is to help you achieve true financial independence.I’m also passionate about financial education. Through my weekly newsletter, “Making Sense of Your Money,” and on LinkedIn, I share practical insights on tax planning, equity compensation, and wealth strategies designed to empower you to take control of your financial future.Beyond my professional life, I’m dedicated to community service and education, currently serving on nonprofit boards and as the former President of my alumni board. I’m also a proud dad and a youth sports coach, driven by the same dedication to growth and resilience on the field as I bring to financial planning.Ready to make the most of your wealth? Let’s connect and create a strategy tailored to your life. DM “WEALTH” to start the conversation.
Listed skills include Sales, Financial Services, Management, Investments, and 37 others.
Current workplace
Dan Pascone💸's current company
Company context helps verify the profile and gives searchers a useful next step.
Tailored Wealth
15 roles
Dan Pascone💸 work experience
A career timeline built from the work history available for this profile.
Founder And Ceo
CurrentWe help business leaders to optimize wealth and live incredible lives by creating and executing custom (Tailored) financial plans. Get help to:✔Reduce taxes✔Retire on your terms✔Maximize equity compensationVisit www.tailoredcents.comSecurities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Jan 2020 - Present
Author And Content Creator
Current
Making Sense Of Your Money
Join 12,000+ members of the Making Sense of Your Money Community - who read weekly actionable tips and strategies to optimize wealth.
Mar 2024 - Present
Member
CurrentAs a member of Pavilion, a community dedicated to revenue leaders and go-to-market professionals, I engage with a network of top industry experts and peers to exchange insights, share best practices, and stay ahead of the latest trends. Pavilion provides invaluable resources, including professional development, mentorship, and collaborative opportunities, helping me to continuously enhance my skills and contribute to the success of Tailored Cents.
Jan 2019 - Present
Member, Trusted Advisor Group
CurrentVistage is a leading executive coaching organization that brings together high-performing CEOs, business owners, and key executives to share experiences, challenge each other, and grow together.Member of Trusted Advisor Group focused on tapping into a wealth of knowledge, gaining valuable insights, and building strong connections with fellow business leaders. Exchanging ideas and strategies that will not only help me grow personally and professionally but also enhance the services we provide at Tailored Cents.
Jun 2024 - Present
Board Member
CurrentProud to serve on the board of Operation Hope of Fairfield, a non-profit organization dedicated to providing essential services and support to individuals and families facing homelessness and food insecurity. In this role, I collaborate with fellow board members and community leaders to drive initiatives that promote housing stability, economic self-sufficiency, and overall well-being for our community.
Apr 2023 - Present
Senior Vice President Of Sales
Strategic Financial Solutions Ny
Lead the revenue and growth functions for $100m+ annual recurring revenue organization. Established a hybrid business unit of over 450 individuals across 2 office locations and remote staff. Led the conceptualization and execution of people and strategy frameworks for sales and operations, cultivating them from the initial stages to full integration. Collaborated with the C-Suite and Board on key strategic decisions related to the growth and well being of the organization.
Jun 2021 - Jan 2024
Vice President Of Sales
Strategic Financial Solutions Ny
Jun 2017 - Jun 2021
Senior Director Of Sales
Strategic Financial Solutions Ny
Oct 2016 - May 2017
President, Alumni Board Of Directors
Lead enthusiastic board of directors to enhance engagement with a diverse alumni community. Partner with University advancement office to develop key relationships and fundraising efforts. Build and develop board presence through addition of regional chapters and maintaining highly engaged board members.
Jul 2016 - Dec 2020
Financial Advisor And Job Change Specialist
Jan 2017 - Nov 2020
Sales Director, Investment Sales Division
Lead a team of business development sales associates who specialize in driving sales in a new and diverse product set. Executed a complex business plan designed to create a consistent and repeatable sales process and maximize the use of resources. Responsible for building and developing an organizational strategy for acquiring new customers. Achievements• Analyzed organizational needs and gained organizational buy in on concept of new sales role• Oversaw the role creation and collaborated to develop a business plan• Recruited, selected, and hired qualified business development professionals to fill the role
Oct 2014 - Oct 2016
Divisional Sales Manager
Jan 2012 - Feb 2016
Associate Sales Manager
Jan 2011 - Dec 2011
Senior Internal Wholesaler And Team Leader
Jun 2006 - Dec 2010
2 education records
Dan Pascone💸 education
Master Of Business Administration (M.B.A.), John F. Welch School Of Business
Sacred Heart University
Bachelor Of Arts (Ba), Finance, Sport Management
Sacred Heart University
FAQ
Frequently asked questions about Dan Pascone💸
Quick answers generated from the profile data available on this page.
What company does Dan Pascone💸 work for?
Dan Pascone💸 works for Tailored Wealth.
What is Dan Pascone💸's role at Tailored Wealth?
Dan Pascone💸 is listed as Founder and CEO at Tailored Wealth.
What is Dan Pascone💸's email address?
AeroLeads has found 2 work email signals at @stratfs.com for Dan Pascone💸 at Tailored Wealth.
What is Dan Pascone💸's phone number?
AeroLeads has found 6 phone signal(s) with area code 860, 203, 212 for Dan Pascone💸 at Tailored Wealth.
Where is Dan Pascone💸 based?
Dan Pascone💸 is based in Fairfield, Connecticut, United States while working with Tailored Wealth.
What companies has Dan Pascone💸 worked for?
Dan Pascone💸 has worked for Tailored Wealth, Tailored Cents, Making Sense Of Your Money, Pavilion, and Vistage Worldwide, Inc..
How can I contact Dan Pascone💸?
You can use AeroLeads to view verified contact signals for Dan Pascone💸 at Tailored Wealth, including work email, phone, and LinkedIn data when available.
What schools did Dan Pascone💸 attend?
Dan Pascone💸 holds Master Of Business Administration (M.B.A.), John F. Welch School Of Business from Sacred Heart University.
What skills is Dan Pascone💸 known for?
Dan Pascone💸 is listed with skills including Sales, Financial Services, Management, Investments, Mutual Funds, Leadership, Series 63, and Series 6.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial