Gregg Pacitti, Cfp® -

Gregg Pacitti, Cfp® - Email and Phone Number

President of Ranch Capital Advisors & CFP® Professional @ Ranch Capital Advisors
4910 Lakewood Ranch Blvd N,
Gregg Pacitti, Cfp® -'s Location
Sarasota, Florida, United States, United States
Gregg Pacitti, Cfp® -'s Contact Details

Gregg Pacitti, Cfp® - work email

Gregg Pacitti, Cfp® - personal email

n/a

Gregg Pacitti, Cfp® - phone numbers

About Gregg Pacitti, Cfp® -

25 years in finance helping people manage their money. I founded Ranch Capital Advisors in 2019.

Gregg Pacitti, Cfp® -'s Current Company Details
Ranch Capital Advisors

Ranch Capital Advisors

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President of Ranch Capital Advisors & CFP® Professional
4910 Lakewood Ranch Blvd N,
Website:
ranchcap.com
Employees:
6
Gregg Pacitti, Cfp® - Work Experience Details
  • Ranch Capital Advisors
    President -Certified Financial Planner
    Ranch Capital Advisors Feb 2019 - Present
    Lakewood Ranch, Fl
    View
  • Truvestments
    Managing Partner
    Truvestments Oct 2017 - Feb 2019
    Sarasota, Florida Area
    View
  • Skybox Financial Group
    Certified Financial Planner
    Skybox Financial Group Jun 2010 - Oct 2017
  • Skybox Financial Group
    Chief Executive Officer
    Skybox Financial Group May 2010 - Sep 2017
  • Raymond James Financial Services
    Branch Manager
    Raymond James Financial Services Jun 2001 - Jun 2010

Gregg Pacitti, Cfp® - Skills

Alternative Investments Estate Planning Financial Advisory Leadership Series 63 Fixed Annuities Retirement Planning Financial Planning Wealth Management Services Portfolio Management Tax Iras Great Cook Investments Finance 401k Investment Advisory Asset Allocation Financial Services Asset Managment Wealth Management Equities Mutual Funds Uniform Combined State Law Strategic Financial Planning Asset Management Bad Golfer Certified Financial Planner Long Term Care Wealth Due Diligence Retirement Series 65 Series 7 Securities Investment Management

Gregg Pacitti, Cfp® - Education Details

Frequently Asked Questions about Gregg Pacitti, Cfp® -

What company does Gregg Pacitti, Cfp® - work for?

Gregg Pacitti, Cfp® - works for Ranch Capital Advisors

What is Gregg Pacitti, Cfp® -'s role at the current company?

Gregg Pacitti, Cfp® -'s current role is President of Ranch Capital Advisors & CFP® Professional.

What is Gregg Pacitti, Cfp® -'s email address?

Gregg Pacitti, Cfp® -'s email address is gr****@****ial.com

What is Gregg Pacitti, Cfp® -'s direct phone number?

Gregg Pacitti, Cfp® -'s direct phone number is +194175*****

What schools did Gregg Pacitti, Cfp® - attend?

Gregg Pacitti, Cfp® - attended Certified Financial Planner Board Of Standards, University Of Central Florida.

What skills is Gregg Pacitti, Cfp® - known for?

Gregg Pacitti, Cfp® - has skills like Alternative Investments, Estate Planning, Financial Advisory, Leadership, Series 63, Fixed Annuities, Retirement Planning, Financial Planning, Wealth Management Services, Portfolio Management, Tax, Iras.

Who are Gregg Pacitti, Cfp® -'s colleagues?

Gregg Pacitti, Cfp® -'s colleagues are Brad Tremitiere, Anna Claire Skipper.

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