Jonathan Pasqua  CFP®, CFA

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Financial Planner

Jonathan Pasqua  CFP®, CFA

Jonathan brings over a decade of experience helping business owners and entrepreneurs implement and coordinate strategies across all areas of their financial lives. His mission is to guide business owners with clarity and confidence, helping them leverage their business to build and preserve their wealth.

As both a CFA® Charterholder and CERTIFIED FINANCIAL PLANNER™, Jonathan combines deep investment expertise with holistic financial planning to deliver thoughtful, personalized strategies. He believes an inquisitive mindset leads to a better delivery of services and is committed to staying at the forefront of market changes and new opportunities for clients.

Jonathan currently resides in Connecticut with his wife, young daughter, and their sheepadoodle Winston. Most weekends, you’ll find them hiking, spending time at the beach, or experimenting with new recipes in the kitchen.