Eric Pascarella, Cfp®, Cpa, Pfs, Aif® Email & Phone Number

I am passionate about helping people. I navigate my clients through the challenging world of investments, insurance, and financial planning.Personal finance is a common source of stress and anxiety, whether you are recently graduated or recently retired. As clients prepare to celebrate life events – the birth of a new child, starting a new job, the purchase of a home or retirement – new challenges arise. When I was younger, I enjoyed puzzles. I continue to take great satisfaction from the process of problem solving: identifying the issue, carefully formulating a strategic plan, then implementing and executing that plan. In our first discovery meeting, I listen to my clients tell me about their financial goals and financial concerns. I work with my clients towards a shared understanding of their current financial situation. I then utilize my knowledge to address their questions and avoid common pitfalls. We work together to ensure they are protected and they are properly managing risk.The ongoing relationship I have with my clients, founded on trust, open communication and a mutual desire for their success, enables us to create a financial plan that helps them feel a greater sense of confidence in the future. That feeling is one of the greatest rewards of financial planning.

Listed skills include Wealth Management, Financial Advisor, Cpa, Series 7, and 17 others.