Pasquale S.
Wealth Management Advisor, CERTIFIED FINANCIAL PLANNER™, Accredited Estate Planner, Chartered Life Underwriter
- Role
- President at Cfig Companies, Llc
- Location
- Westport, CT, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Pasquale S.
Consultant to individuals, executives and financial service professionals on financial…
Experience
President
Aug 2006 — Present · Westport, CT, US
Education
The American College of Financial Services
CLU, Chartered Life Underwriter Designation
1994 — 2000
Fordham University
MBA, Management
Central Connecticut State University
BS, Management & Organization
1982 — 1999
Skills
- Kidnap & Ransom Insurance
- International Insurance
- Portfolio Analysis
- Individual Retirement Accounts (Ira)
- Strategic Financial Planning
- Long-Term Care Planning
- Investment Advisory Services
- Executive Benefits Planning
- Employee Benefits
- Charitable Gift Planning
- Fixed Indexed Annuities
- Disability Insurance
- Personal Financial Planning
- Investments
- 401-K Profit Sharing Plans
- Mutual Funds
- Life Insurance
- Finance
- Wealth Management
- Asset Management
- Travel Insurance
- Financial Advisory
- College Education Planning
- Retirement Planning
- Defined-Benefit Plans
- Fixed Annuities
- Estate Planning
- Portfolio Management
- Defined-Contribution Plans
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