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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
Northeastern University, B.S.
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 achieve 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, 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 four times and will appear in the December 2020 issue of Connecticut Magazine* . He will also be featured in Fortune magazine (December issue) and The Wall Street Journal (February 24, 2021). In recognition of achievements at his firm, Christopher was named to the 2019 Commonwealth Vista Club.**

* Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,048 Connecticut-area wealth managers were considered for the award; 285 (9% of candidates) were named 2020 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

**Based on annual production rankings among Commonwealth’s approximately 1650 financial advisors