Pasqualino Ruffa

About Pasqualino Ruffa

With a commitment to financial education and straightforward advice, Pat brings clarity to the ever-changing market conditions. By tailoring strategies to his clients’ risk tolerance, time horizon, liquidity needs, and overall investment goals, he builds solid relationships that foster trust and understanding. His process centers on helping clients find their purpose for saving and/or working, then creating a plan to fulfill that purpose. His empathetic nature and keen understanding of the challenges families face make him an invaluable member of the team.A graduate of the University of Delaware with a Bachelor of Arts degree, Pat is a Certified Financial Planner™, a Chartered Retirement Planning Counselor™ (CRPC™) and holds Series 7 and 66 registrations through LPL Financial.Pat lives with his wife, daughter, and dog in Massapequa, New York where he enjoys playing soccer and making wine with his family. He also volunteers with Alzheimer’s New Jersey, a non-profit organization that provides support and resources to those affected by Alzheimer’s disease.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

1. Partner, Financial Advisor

   Breakaway Wealth Management

   Aug 2023 — Present

   At Breakaway Wealth Management, we value innovative, independent thinking that puts our clients\' well-being at the center of everything we do.We believe everyone can take an active role in their finances, so our mission is to reduce stress and anxiety associated with financial investing and organization, empower smart financial habits, and make your money work for you. By simplifying the complex, we’ll suggest ways to seamlessly integrate financial planning into your life so you can take care of yourself and your loved ones.

Education

• University of Delaware

  Bachelor of Arts (BA)

  2009 — 2013