Bob DePasquale (CAP, CFP, CKA®)
Bob DePasquale focuses in the
following client markets or areas of practice:
- Charitable Giving
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Socially Responsible Investments
- Tax Planning
- Charitable Giving
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Socially Responsible Investments
- Tax Planning
NAPFA Start Date
March 26, 2021