Roger Williams University, Gabelli School of Business
CERTIFIED FINANCIAL PLANNER® Professional
New York University – School of Professional Studies, Financial Planning Certificate
University of Pennsylvania - Wharton Online, Economics of Blockchain and Digital Assets
Financial planning matters most during life’s busiest years, and that is where I come in. I specialize in helping professionals and families in their 30s to 50s navigate the complexities of career growth, family life, and long-term wealth building. With years of experience guiding both pre-retirees and retirees, I have seen what works, what does not, and what people wish they had done sooner. I bring those insights forward to help today’s rising professionals make smart, confident decisions that lay the groundwork for a secure and flexible future.
As a CERTIFIED FINANCIAL PLANNER® professional, I focus on clients in their prime earning years—those managing dual incomes, equity compensation, homeownership, education planning, and the journey toward financial independence. My clients are often busy professionals and young families juggling growth, complexity, and competing priorities. My role is to simplify the financial side of life so they can focus on what matters most.
While my core practice centers on rising professionals, I continue to support pre-retirees and retirees through their transitions. The lessons I have learned from working with them, especially the regrets and missed opportunities, give my younger clients a strategic edge. It is about making informed choices today that lead to freedom and flexibility tomorrow.
In addition to working with individuals and families, I also help businesses design and manage their 401(k) retirement plans, ensuring they oƯer meaningful benefits while staying aligned with their financial and operational goals.
At Lobo & Pascale Wealth Management, LLC, I deliver personalized, comprehensive planning with a straightforward approach to grow, protect, and enjoy your wealth. Whether you are a young family balancing multiple priorities or a seasoned professional optimizing taxes and investments, I will help you design a plan that truly aligns with your life.
When I am not meeting with clients, I love spending time with my wife and daughter, getting out on the golf course, and exploring new places. Whether it is a weekend road trip or discovering a new town, I enjoy travel that brings fresh perspective and meaningful experiences.
If you are a professional, family, or business seeking clarity and confidence in your financial journey, let’s connect.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.