Tony takes an objective, long term approach to financial planning to help ensure that your risk tolerance, goals and objectives are properly considered and managed.
With over 30 years of business development and military service, Tony is a seasoned advisor who develops and implements financial plans for individuals and business owners. Tony believes in establishing a comprehensive strategy prior to making implementation decisions. By first considering personal goals, objectives and comfort level as the driving force of the financial plan, Tony helps his clients move towards achieving their financial goals. He takes the mystery out of complex financial issues by keeping clients informed about their options and long-term impacts. Once in place, Tony meets regularly with clients for reviews and to make appropriate changes to help ensure plans are up-to- date and on track.
Tony earned a Bachelors Degree in Accounting from Iona College. He also received a Masters Degree in Public Administration, with distinction, from Marist College. A retired Brigadier General from the Army National Guard, he is a graduate of the U.S. Army Command and General Staff College, and the renowned U.S. Army War College. Tony is also a graduate of the College for Financial Planning in Denver, Colorado where he earned the Chartered Retirement Planning Counselor (CRPC®) designation. A former faculty member at Mercy College in New York, Tony lectured for the department of business and economics. As a sought-after speaker and educator, Tony has conducted workshops on retirement, estate planning, planned gifting, long term care strategies and wealth-building techniques.
Tony has excelled as a company leader and Financial Planner with Integrated Financial Partners, Inc. (IFP), which is an independent team of advisors that provides an objective long-term approach to financial planning needs.
Giving back is not just an idea. It has become Tony's mission in life to give back to those in need and to contribute wherever he can. Over the years he has constantly devoted his time and energies to many worthy charitable causes. In addition to his local church, he has volunteered his time, service, and support for:
- Children's Leukemia Research Association, Inc.
- Mary F. Clancy Charities, Inc.
- American Lung Association in Massachusetts
- Priory of St. David of Wales in New England of the Sovereign Military Order of the Temple of Jerusalem®
Anthony Pasqua was awarded the 2018 Five Star Wealth Manager award. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.