Tony Pao, Clf®

Tony Pao, Clf® Email and Phone Number

Chief Strategy Officer @ SocialLead | Co-Founder & COO @ Paoerhouse Financial Group | Proud Veteran | Entrepreneur | Recovering Financial Advisor | Dog Dad @ SocialLead.io
Tony Pao, Clf®'s Location
Lake Mary, Florida, United States, United States
Tony Pao, Clf®'s Contact Details

Tony Pao, Clf® personal email

n/a
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.

Tony Pao, Clf®'s Current Company Details
SocialLead.io

Sociallead.Io

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Chief Strategy Officer @ SocialLead | Co-Founder & COO @ Paoerhouse Financial Group | Proud Veteran | Entrepreneur | Recovering Financial Advisor | Dog Dad
Tony Pao, Clf® Work Experience Details
  • Sociallead.Io
    Chief Strategy Officer
    Sociallead.Io May 2020 - Present
    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. 😁
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  • Paoerhouse Financial Group
    Co-Founder & Coo - Investment Advisory And Planning
    Paoerhouse Financial Group Nov 2018 - Present
    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.
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  • Eagle Strategies, Llc
    Financial Advisor - Investment Advisory And Wealth Management
    Eagle Strategies, Llc Nov 2018 - Aug 2024
    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.
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  • New York Life Insurance Company
    Agent - Life, Annuities, Disability And Long-Term Care Insurance
    New York Life Insurance Company Nov 2018 - Aug 2024
    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.
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  • New York Life Insurance Company
    Partner - Field Manager And Recruiter
    New York Life Insurance Company Sep 2014 - Nov 2018
    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®
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  • New York Life Insurance Company
    Corporate Vice President - Management Training
    New York Life Insurance Company Jul 2013 - Sep 2014
    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.
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  • New York Life Insurance Company
    Partner - Field Manager And Recruiter
    New York Life Insurance Company Aug 2008 - Jun 2013
    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 ®.”
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  • New York Life Insurance Company
    Agent - Life, Annuities, And Long-Term Care Insurance
    New York Life Insurance Company Mar 2005 - Aug 2008
    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.
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  • Nylife Securities Llc
    Financial Services Professional - Insurance And Investments Products
    Nylife Securities Llc Nov 2018 - Aug 2024
    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.
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  • United States Air Force
    Munitions Systems Specialist
    United States Air Force Sep 1997 - Feb 2001
    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
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Tony Pao, Clf® Skills

Leadership Investments Recruiting Employee Benefits Training Sales Operations Student Recruiting Insurance Life Insurance Sales Support Personnel Recruiting Student Recruitment Sales Recruitment Motivational Interviewing Retirement Planning Finance Strategic Planning 401k Rollovers Variable Annuities Fixed Annuities Business Planning Education Funding Estate Planning Income Protection Mutual Funds Retirement Income Strategies Long Term Care Insurance Sales Management Strategic Financial Planning

Tony Pao, Clf® Education Details

  • George Mason University
    George Mason University
    System Engineering
  • Community College Of The Air Force
    Community College Of The Air Force
    Munitions Systems/Ordinance Technology
  • Poquoson High School
    Poquoson High School

Frequently Asked Questions about Tony Pao, Clf®

What company does Tony Pao, Clf® work for?

Tony Pao, Clf® works for Sociallead.io

What is Tony Pao, Clf®'s role at the current company?

Tony Pao, Clf®'s current role is Chief Strategy Officer @ SocialLead | Co-Founder & COO @ Paoerhouse Financial Group | Proud Veteran | Entrepreneur | Recovering Financial Advisor | Dog Dad.

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

Tony Pao, Clf®'s email address is ty****@****ife.com

What schools did Tony Pao, Clf® attend?

Tony Pao, Clf® attended George Mason University, Community College Of The Air Force, Poquoson High School.

What skills is Tony Pao, Clf® known for?

Tony Pao, Clf® has skills like Leadership, Investments, Recruiting, Employee Benefits, Training, Sales Operations, Student Recruiting, Insurance, Life Insurance, Sales Support, Personnel Recruiting, Student Recruitment.

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