Jonathan Pasqua (CFA, CFP®)
Jonathan Pasqua focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Business Owners
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
NAPFA Start Date
January 31, 2022