Pasqua, CPA provides financial planning and investment advisory services to Closely Held Business Owners and advisory services for ERISA regulated retirement plans. At Pasqua, CPA we are dedicated to helping our clients make sound and logical financial decisions. We take pride in guiding our clients down their own unique path, helping them stay on course, and avoid possible hazards that may otherwise prevent them from reaching their financial goals.
Our guidance is predicated on our belief that clients receive far greater value when investment and financial advice is delivered in an objective, independent, and transparent environment. In following that belief, we always provide both investment and financial advisory services in a fiduciary capacity.
Our guidance is predicated on our belief that clients receive far greater value when investment and financial advice is delivered in an objective, independent, and transparent environment. In following that belief, we always provide both investment and financial advisory services in a fiduciary capacity.
Services
Our Story begins over 40 years ago when the founder and president of our firm, Tom Pasqua, began his career working with closely-held business owners while at the Big 4 CPA firm Deloitte & Touche.
It was during Tom's time at Deloitte that the firm's pervasive culture of providing independent and objective advice first took hold.
Tom's subsequent experience came from both Cigna and Merrill Lynch where he again specialized in the business owner market concentrating on the implementation of qualified retirement plans and asset management.
It was during Tom's time at Deloitte that the firm's pervasive culture of providing independent and objective advice first took hold.
Tom's subsequent experience came from both Cigna and Merrill Lynch where he again specialized in the business owner market concentrating on the implementation of qualified retirement plans and asset management.
Providing Closely-Held Business Owners with the finest financial and investment advisory services available was our primary goal when Pasqua, CPA was founded in 2006 as a CPA and Registered Investment Advisory firm.
And over the last 10 years we have carefully structured and honed these services with a unique dual focus in mind.
First, to help clients take full advantage of those financial strategies that can be used to efficiently convert excess cash generated by their business into personal assets and benefits.
And over the last 10 years we have carefully structured and honed these services with a unique dual focus in mind.
First, to help clients take full advantage of those financial strategies that can be used to efficiently convert excess cash generated by their business into personal assets and benefits.
We understand that those tasked with managing a retirement plan must navigate a rapidly changing fiduciary landscape.
They also face intense scrutiny and potential liability.
Our goal is to provide your organization with the confidence and peace of mind that your plan is on solid fiduciary footing, has prudent processes in place, and is implementing best practices while tailored to your definition of success.
There is no perfect corporate retirement plan.
But there is a perfect corporate retirement plan for every company based on its unique goals, objectives, and resources.
They also face intense scrutiny and potential liability.
Our goal is to provide your organization with the confidence and peace of mind that your plan is on solid fiduciary footing, has prudent processes in place, and is implementing best practices while tailored to your definition of success.
There is no perfect corporate retirement plan.
But there is a perfect corporate retirement plan for every company based on its unique goals, objectives, and resources.
Pasqua CPA provides individual investors with a unique combination of experience, objective advice, and services that are based on extensive due diligence and real world application of proven financial strategies and investment methodologies.
We analyze and review a client's current situation, develop a personal investment and allocation strategy, recommend and implement investment alternatives, and then monitor the investments on an ongoing basis.
We perform all of our Advisory Services as an RIA and a CPA operating in a fiduciary capacity.
We analyze and review a client's current situation, develop a personal investment and allocation strategy, recommend and implement investment alternatives, and then monitor the investments on an ongoing basis.
We perform all of our Advisory Services as an RIA and a CPA operating in a fiduciary capacity.
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