EVERY client is serviced by the team of Tom and Jon Pasqua, combining their expertise as a CPA, CFA® charter-holder, and Certified Financial Planner® professional - the gold standard designations in the financial planning and investment industry - to give business owners an unparalleled experience.
*Less than 4% of Financial Advisors in the US are a CPA; Only 1.7% of Financial Advisors in the US are CFA Charterholders; less than 6% of financial advisors are a CFP® Professional.
For over 20 years Pasqua, CPA has acted in a fiduciary capacity providing business owners with financial planning services focused on enabling their businesses to help them achieve their personal long and short term financial goals. To that end we are relentless in our pursuit of understanding the intricacies of the following areas of opportunity and concern to business owners.
Business and succession planning; income taxes; investments; business benefits planning; personal retirement planning; estate planning and insurance planning.
We then use that combined knowledge together with bringing the joint professional expertise of a CPA, CFA and CFP to each client engagement to offer business owners what we believe to be an unparalleled service.