Christopher W. Pascale, MBA, CFP®, CIMA®, AIF®

Christopher W. Pascale, MBA, CFP®, CIMA®, AIF®

Co-Owner and Founder

New York University, Stern School of Business, MBA
B.S. Northeastern University
Certified Investment Management Analyst®
CERTIFIED FINANCIAL PLANNER™ professional

 

Christopher W. Pascale is a Co-Owner / Co-Founder of Lobo & Pascale Wealth Management, LLC, founded in 2001. Christopher has over 20 years of experience in the financial service industry. Christopher specializes in portfolio management and retirement planning and provides comprehensive financial services to high-net-worth individuals, families, and businesses throughout the United States.

Christopher learned the importance of hard work and education early in life. Growing up, he watched his parents work two jobs each so that he and his sister would never go without and would have the opportunity for an education and a chance to follow their dreams. Watching his parents sacrifice financially was the pivotal factor that led to his career in finance which would allow him to help his parents and others pursue financial success.

He learned core ethical values—to do the right thing and to always help others. His parents, though living modestly, took on foster children and would give the little extra they had to help others. These values of service and sacrifice are deeply instilled in Christopher and have stuck with him throughout his life and career. He finds it very rewarding to help clients reach their financial dreams and goals.

Christopher met Jeremy Lobo in the late ’90s while working for an independent financial planning firm. There, they saw advisors taking advantage of clients by using investments and financial products that prioritized and benefited themselves rather than the clients. The two, realizing they shared the same core ethical values, set out to open their own independent advisory firm with a focus on putting the client first and doing the right thing. In their 20s and with no clients and very few assets but an insatiable entrepreneurial spirit, they took the leap and started their journey! Fast-forward 20 years, and Christopher and Jeremy have created a respected wealth management firm, Lobo & Pascale, with over $200 million* in assets under advisement. They continue to thrive and grow their client-focused practice while navigating investors through the seismic changes that are taking place in the financial services industry.

The most important thing in the world to Christopher is his family: his wife, Heidi, and daughter, Reiley. They reside in Middlefield, Connecticut. While he spends most of his time cheering on Reiley’s field hockey, lacrosse and Alpine ski races for The Taft School, Christopher still finds the time to work out and live an active lifestyle. On winter weekends, you’ll find him in Vermont, skiing alongside his daughter.

 Additionally, Christopher is a member of the Investments & Wealth Institute™ and both the CFA Institute and CFA Society of Hartford. He has been selected as a Connecticut Five Star Wealth Manager seven times and will appear in the December 2023 issue of Connecticut Magazine* . He will also be featured in Fortune magazine (December 2023 / January 2024 issue) and The Wall Street Journal (February 28, 2024). In recognition of achievements at his firm, Christopher was named to the 2022 Commonwealth Vista Club.**


2014-2016, 2018-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in November, 2023 based on data gathered within 12 months preceding the issue date. 3,564 advisors were considered, 313 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

 

* As of 11/2023

**A distinction that places him among the top 27 percent of advisors affiliated with Commonwealth Financial Network.