Christopher W. Pascale, MBA, CFP®, CIMA®, AIF®
Co-Owner and Founder, LPWM
New York University, Stern School of Business, MBA
B.S. Northeastern University
Certified Investment Management Analyst®
CERTIFIED FINANCIAL PLANNER® professional
Christopher W. Pascale is the Co-Founder and Co-Owner of Lobo & Pascale Wealth Management, LLC. For more than 25 years, he has helped individuals, families, business owners, and retirees navigate life's most important financial decisions with confidence. He believes the best financial plans are built around each client's unique goals, values, and vision for the future.
Christopher works closely with clients to develop personalized strategies that bring together investment management, retirement planning, tax-efficient strategies, estate planning, business succession, and wealth transfer. He also collaborates with clients' tax and legal professionals to help ensure every part of their financial plan works together.
Christopher earned his MBA from the NYU Stern School of Business with concentrations in Finance and Financial Instruments and Markets. As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Certified Investment Management Analyst® (CIMA®), he combines advanced education with more than 25 years of experience to help clients make informed financial decisions and pursue their long-term goals with confidence.
Outside the office, Christopher's greatest pride is his family. He and his wife, Heidi, live in Middlefield, Connecticut. Their daughter, Reiley, is a cadet at the United States Military Academy at West Point and plays on the Army Women's Lacrosse Team. Christopher is also a competitive NPC Men's Physique athlete and enjoys golf, travel, fitness, and spending time with his family. Additionally, Christopher is a member of the Investments & Wealth Institute™ and both the CFA Institute and CFA Society of Hartford.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFICED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standard, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The institute) is the owner of the certification marks "CIMA" and "Certified Investment Management Analyst". Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The institute's initial and ongoing credentialing requirements for investment management professionals.