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Tony Pao, Clf® Email & Phone Number

Chief Strategy Officer @ SocialLead | Co-Founder & COO @ Paoerhouse Financial Group | Proud Veteran | Entrepreneur | Recovering Financial Advisor | Dog Dad at SocialLead.io
Location: Lake Mary, Florida, United States 10 work roles 3 schools
1 work email found @paoerhouse.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email t****@paoerhouse.com
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Current company
Role
Chief Strategy Officer @ SocialLead | Co-Founder & COO @ Paoerhouse Financial Group | Proud Veteran | Entrepreneur | Recovering Financial Advisor | Dog Dad
Location
Lake Mary, Florida, United States

Who is Tony Pao, Clf®? Overview

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Quick answer

Tony Pao, Clf® is listed as Chief Strategy Officer @ SocialLead | Co-Founder & COO @ Paoerhouse Financial Group | Proud Veteran | Entrepreneur | Recovering Financial Advisor | Dog Dad at SocialLead.io, based in Lake Mary, Florida, United States. AeroLeads shows a work email signal at paoerhouse.com and a matched LinkedIn profile for Tony Pao, Clf®.

Tony Pao, Clf® previously worked as Chief Strategy Officer at Sociallead.Io and Co-Founder & COO - Investment Advisory and Planning at Paoerhouse Financial Group. Tony Pao, Clf® holds System Engineering from George Mason University.

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Email format at SocialLead.io

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{first}@paoerhouse.com
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Profile bio

About Tony Pao, Clf®

Hey there! I’m Tony, and I’ve been on quite the journey—from serving in the military to now guiding financial advisors and insurance agents in growing their practices through SocialLead.io. You could say I’m a “recovering” financial advisor, but that’s just part of the story.Let’s rewind for a second. After my time in the military, where structure and clear goals ruled my life, stepping into the civilian world was like being tossed into the deep end without floaties. But, guess what? That experience gave me a new way of looking at things—structure, stability, and a sense of purpose are universal needs, no matter where you are. So, I took those lessons and applied them to the financial industry.Over the last 20+ years, I’ve picked up a few tricks (and a few gray hairs). I’ve honed my skills in business development, digital marketing, leadership, and business strategy. I’ve been fortunate to help a whole lot of people and businesses, and I can’t help but feel a sense of pride in the work I’ve done.Now, I’m the Chief Strategy Officer at SocialLead.io, where I craft the big-picture strategies. In case you’re wondering, yes, I did give myself that fancy title. It basically means I get to brainstorm and plan ways to help financial advisors and insurance agents grow their practices. Through SocialLead, we provide the tools and strategies that help these professionals connect with clients, build relationships, and grow their businesses—faster and smarter. I believe in a balanced life. Whether it’s the military, financial advising, or being a dog dad, I’ve always seen the value of staying grounded and finding joy in the little things. And speaking of joy, helping others succeed—whether it’s through financial planning or business growth—gives me that same sense of satisfaction.So, if you’re looking to connect, chat about strategies to grow your practice, or maybe just share a funny dog story, feel free to reach out! You can always find me at tony@sociallead.io or visit our website at www.sociallead.io. Let’s make your business goals happen, one strategy (and probably a few dog walks) at a time.

Listed skills include Leadership, Investments, Recruiting, Employee Benefits, and 25 others.

Current workplace

Tony Pao, Clf®'s current company

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SocialLead.io
Sociallead.Io
Chief Strategy Officer @ SocialLead | Co-Founder & COO @ Paoerhouse Financial Group | Proud Veteran | Entrepreneur | Recovering Financial Advisor | Dog Dad
AeroLeads page
10 roles

Tony Pao, Clf® work experience

A career timeline built from the work history available for this profile.

Chief Strategy Officer

Current

As the Chief Strategy Officer at SocialLead.io, I'm the mastermind behind our big-picture strategies—or at least that’s what I tell my team. My mission? To keep us one step ahead of the curve (and sometimes just one step ahead of chaos) as we revolutionize the way life insurance agents and financial advisors connect with clients. I lead the charge in making sure our product is top-notch, our market reach is ever-growing, and our operations are smoother than a freshly buttered slide. When I'm not strategizing, you'll find me collaborating with our brilliant teams, always with an eye on the future and a sense of humor in my back pocket.If you want to find out more about how we do what we do, check out our website www.sociallead.io or shoot me a message. 😁

May 2020 - Present

Co-Founder & Coo - Investment Advisory And Planning

Current

Lake Mary, Florida, Us

At Paoerhouse Financial Group, our approach financial planning from a holistic focus. We start by assessing individuals' financial needs, finding what's important to them, and helping them prioritize planning for short- and long-term financial goals. Our process takes a holistic approach to the planning process and focus on the areas of: - Forward looking tax strategies - Insurance planning - Investment planning - Social security & retirement planning - Estate planning - Cash flow planningAny testimonials on this site are based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.801 International Parkway5th FloorLake Mary, FL 32746Neither Paoerhouse Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Paoerhouse Financial Group is not owned or operated by New York Life Insurance Company or its affiliates.

Nov 2018 - Present

Financial Advisor - Investment Advisory And Wealth Management

New York, Ny, Us

As a Financial Adviser I offer investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I provide sophisticated wealth management services by designing customized investment solutions that address the unique investment objectives and risk tolerance levels of individuals and businesses to help them meet a number of insurance and financial needs.

Nov 2018 - Aug 2024

Agent - Life, Annuities, Disability And Long-Term Care Insurance

New York, New York, Us

As a licensed agent providing insurance solutions through New York Life Insurance Company, I work with individuals, families, and businesses using a needs based approach to properly assess and determine what their life insurance or long-term care planning needs are.

Nov 2018 - Aug 2024

Partner - Field Manager And Recruiter

New York, New York, Us

My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring and retaining outside individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills. By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong agent field force, New York Life Insurance Company will maintain and enhance its reputation as the “The Company You Keep®

Sep 2014 - Nov 2018

Corporate Vice President - Management Training

New York, New York, Us

As a Corporate Vice President of Management Leadership & Development, I was responsible for providing field managers with the tools and resources they need to develop as a new manager and promotable manager. My responsibilities included continual development of the training curriculum, facilitate at the various schools for new field managers, and support the planning of field management meetings and functions.

Jul 2013 - Sep 2014

Partner - Field Manager And Recruiter

New York, New York, Us

My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face.My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring and retaining outside individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills.By staying true to the principles of prudent expansion, conservative growth, full service, and above all, a strong agent field force, New York Life Insurance Company will maintain and enhance its reputation as “The Company You Keep ®.”

Aug 2008 - Jun 2013

Agent - Life, Annuities, And Long-Term Care Insurance

New York, New York, Us

As a licensed agent, I was responsible for scheduling appointments, meeting with clients, analyzing clients’ information, making product recommendations and providing ongoing service. I worked in the personal and business markets and helped my clients meet their estate, retirement and benefit needs through the insurance and financial products that I offered.

Mar 2005 - Aug 2008

Financial Services Professional - Insurance And Investments Products

I work with individuals and businesses through a needs-based approach to help them properly determine their needs. As a Registered Representative offering securities products and services through NYLIFE Securities LLC (Member FINRA/SIPC), I am able to provide a wide offering of various investment products to help meet the needs of my clients. These products can include variable insurance and annuity products, mutual funds, and 529 college savings plans.

Nov 2018 - Aug 2024

Munitions Systems Specialist

Randolph Afb, Tx, Us

Manage resources, including munitions, personnel, equipment and facilitiesManage hazardous material through quality, surveillance and inventory processesMaintain and recondition munitions, including bombs, missiles, demolition, small arms and associated componentsUse systems and information technology to collect, input, process and analyze data

Sep 1997 - Feb 2001
3 education records

Tony Pao, Clf® education

System Engineering

George Mason University

Munitions Systems/Ordinance Technology

Community College Of The Air Force

Education record

Poquoson High School
FAQ

Frequently asked questions about Tony Pao, Clf®

Quick answers generated from the profile data available on this page.

What company does Tony Pao, Clf® work for?

Tony Pao, Clf® works for SocialLead.io.

What is Tony Pao, Clf®'s role at SocialLead.io?

Tony Pao, Clf® is listed as Chief Strategy Officer @ SocialLead | Co-Founder & COO @ Paoerhouse Financial Group | Proud Veteran | Entrepreneur | Recovering Financial Advisor | Dog Dad at SocialLead.io.

What is Tony Pao, Clf®'s email address?

AeroLeads has found 1 work email signal at @paoerhouse.com for Tony Pao, Clf® at SocialLead.io.

Where is Tony Pao, Clf® based?

Tony Pao, Clf® is based in Lake Mary, Florida, United States while working with SocialLead.io.

What companies has Tony Pao, Clf® worked for?

Tony Pao, Clf® has worked for Sociallead.Io, Paoerhouse Financial Group, Eagle Strategies, Llc, New York Life Insurance Company, and Nylife Securities Llc.

How can I contact Tony Pao, Clf®?

You can use AeroLeads to view verified contact signals for Tony Pao, Clf® at SocialLead.io, including work email, phone, and LinkedIn data when available.

What schools did Tony Pao, Clf® attend?

Tony Pao, Clf® holds System Engineering from George Mason University.

What skills is Tony Pao, Clf® known for?

Tony Pao, Clf® is listed with skills including Leadership, Investments, Recruiting, Employee Benefits, Training, Sales Operations, Student Recruiting, and Insurance.

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