AeroLeads people directory · profile
Dan Pasconeđź’¸ 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 May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and CEO
Location
Fairfield, Connecticut, United States
Company size
Who is Dan Pasconeđź’¸? Overview
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Quick answer
Dan Pasconeđź’¸ is listed as Founder and CEO at Tailored Wealth, a company 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 Pasconeđź’¸.
Dan Pasconeđź’¸ previously worked as Founder and CEO at Tailored Cents and Author and Content Creator at Making Sense Of Your Money. Dan Pasconeđź’¸ 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
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{first_initial}{last}@stratfs.com
89% confidence
AeroLeads found 2 current-domain work email signals for Dan Pasconeđź’¸. Compare company email patterns before reaching out.
Profile bio
About Dan Pasconeđź’¸
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 Pasconeđź’¸'s current company
Company context helps verify the profile and gives searchers a useful next step.
Tailored Wealth
15 roles
Dan Pasconeđź’¸ 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.
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.
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.
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.
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..
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.
- 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 Pasconeđź’¸ 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 Pasconeđź’¸
Quick answers generated from the profile data available on this page.
What company does Dan Pasconeđź’¸ work for?
Dan Pasconeđź’¸ works for Tailored Wealth.
What is Dan Pasconeđź’¸'s role at Tailored Wealth?
Dan Pasconeđź’¸ is listed as Founder and CEO at Tailored Wealth.
What is Dan Pasconeđź’¸'s email address?
AeroLeads has found 2 work email signals at @stratfs.com for Dan Pasconeđź’¸ at Tailored Wealth.
What is Dan Pasconeđź’¸'s phone number?
AeroLeads has found 6 phone signal(s) with area code 860, 203, 212 for Dan Pasconeđź’¸ at Tailored Wealth.
Where is Dan Pasconeđź’¸ based?
Dan Pasconeđź’¸ is based in Fairfield, Connecticut, United States while working with Tailored Wealth.
What companies has Dan Pasconeđź’¸ worked for?
Dan Pasconeđź’¸ has worked for Tailored Wealth, Tailored Cents, Making Sense Of Your Money, Pavilion, and Vistage Worldwide, Inc..
How can I contact Dan Pasconeđź’¸?
You can use AeroLeads to view verified contact signals for Dan Pasconeđź’¸ at Tailored Wealth, including work email, phone, and LinkedIn data when available.
What schools did Dan Pasconeđź’¸ attend?
Dan Pasconeđź’¸ holds Master Of Business Administration (M.B.A.), John F. Welch School Of Business from Sacred Heart University.
What skills is Dan Pasconeđź’¸ known for?
Dan Pasconeđź’¸ is listed with skills including Sales, Financial Services, Management, Investments, Mutual Funds, Leadership, Series 63, and Series 6.
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