Check the background of this investment professional :

Pasquale Palumbo

Associate Wealth Advisor

About Pasquale

Bio

Pasquale brings over a decade of expertise to the Financial Services industry, specializing in guiding clients through a thorough planning process that encompasses all aspects of Capital Accumulation and Protection. As a holistic Financial Planner, he helps clients balance their immediate needs with a strategic view of their long-term goals.

Outside of work, Pasquale is a dedicated family man. He is married with two young daughters, and enjoys cooking, reading, pop culture and spending time with his family and friends.

He’s also a Jeopardy! Champion.

Pasquale frequently works with busy Professionals who juggle the demands of their careers, children, and aging parents, navigating the complexities that each of these responsibilities presents. Business owners often find themselves in a similar situation, with the added challenge of managing their business.

With a passion for education, Pasquale particularly enjoys working with Young Professionals and Teachers. His deep involvement in the Mt. Pleasant community extends to the local schools, the Chamber of Commerce, and various town initia

  • M.A., CUNY Lehman College
  • M.S.Ed., CUNY Lehman College
  • B.A., SUNY Empire State Universi

Series 6, Series 7, Series 63, Series 65

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