Our Story begins over 40 years ago when the firm’s founder, Tom Pasqua, earned his CPA while working at Deloitte and servicing closely held business owners.
At the time, Tom focused on tax, estate planning and business succession planning designed to help business owners keep more of what they made.
Tom’s interest and expertise in the business owner market continued to grow during his years at Cigna and Merrill Lynch. Tom gained invaluable experience as he worked with all of the financial products available to business owners, learning how to strategically combine financial products to protect and grow a business owner’s personal assets, while also maximizing the benefits a business owner received from his or her business.
However, there came a time when it became clear to Tom that clients deserved more from their financial advisors than the “suitability standard” under which companies in the broker/dealer, mutual fund and insurance industries operate. Rather, he believed clients should be serviced under the “fiduciary standard” of CPAs and Registered Investment Advisors (RIA) and consequently, the decision was made to start Pasqua, CPA.
In 2001, Pasqua CPA was founded as a CPA firm specializing in fee based Financial Planning. Tom combined his unique skill set and experience to develop a firm focused on providing closely-held business owners with financial and investment related strategies designed to preserve and grow their personal net worth.
In 2010, Jon Pasqua joined the firm as proposed ERISA regulations on retirement plans indicated a greater need for RIA services for corporate plan sponsors. As the firm began servicing plan sponsors and their participants, it was Jon who consulted with plan participants and assisted them with their individualized retirement planning needs.
Over the years, Jon not only excelled in helping individuals from a financial and investment perspective, but also pursued the most advanced education curriculums available in the fields of investments and financial planning.
Jon currently holds a Chartered Financial Analyst designation (CFA®) and also the CERTIFIED FINANCIAL PLANNERTM certification (CFP®). Every Pasqua, CPA client now benefits from having their unique financial situation analyzed from three different professional perspectives – CPA, CFA® and CFP®.
It is through Tom and Jon’s collaborative effort that clients receive the benefit of the firm’s “coordinating effect” realized when all of the planning areas applicable to business owners are properly coordinated with each other producing the greatest efficiencies while maximizing results.
Moving Forward, Pasqua CPA will continue their mission to provide business owners the very best financial and investment advisory services available through our fiduciary based “team approach.”