Charles Pascarella, CFP, CIMA®

Check the background of this investment professional on
FINRA’s BrokerCheck

Managing Director – Investments
Benjamin F. Edwards - Morristown, NJ
67 Park Place East
Suite 850
Morristown, NJ 7960

c.pascarella@benjaminfedwards.com
Phone: 973-254-5880

MY PROFESSIONAL APPROACH

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My process starts with our initial meeting where we will engage in a detailed discussion concerning your goals and objectives to gain an understanding of where you stand financially, and where you want to be in the future. I will listen, ask questions, and learn what is important to you.

From there, we’ll work together to craft a plan designed specifically to help you achieve your financial goals. We can develop a financial plan that adjusts and meets your needs and goals as your life changes. We’ll also check in from time-to-time to see how you’re doing and make any adjustments necessary.

MY BACKGROUND

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2013 as branch manager and facilitated the opening of our Morristown, NJ, office. A veteran of the financial securities industry, I started my career in 1970 and have over 30 years of experience with the investment firm A.G. Edwards & Sons.

In 2007, my son, Philip C. Pascarella, financial advisor at Benjamin F. Edwards & Co, joined Pascarella Wealth Management, a growing wealth management team formed in 1993. Here, our clients know that we’re fully invested in their financial future—we are just another family member that will be there for you and the next generation.

Outside of work, I like to spend time with my family. I also enjoy freshwater fishing, playing golf, listening to music, reading, snow skiing, and traveling.

AREAS OF CONCENTRATION

Advisory Portfolios
Asset Allocation
Education Planning Strategies
Estate Planning Strategies
Exit Strategies for Business Owners
Financial Planning Strategies
Investment Strategies
Retirement Planning Strategies
Wealth Management

CREDENTIALS

CERTIFIED FINANCIAL PLANNER^TM (CFP®) professional, 1978
CERTIFIED INVESTMENT MANAGEMENT ANALYST® (CIMA®) professional, 1990

My Community Activities

Roman Catholic Diocese of Paterson, Finance Committee Member
The Children’s Institute, Volunteer

WHAT IS A CFP^®? A CERTIFIED FINANCIAL PLANNER^™, or CFP^®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 6-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER^™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER^™ Board of Standards Inc. owns the certification marks CFP^® and CERTIFIED FINANCIAL PLANNER^™ in the U.S.

WHAT IS A CIMA®? The CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA®) certification program is designed for investment consultants with at least three years of experience in investment consulting. Offered through the Investment Management Consultants Association (IMCA) CIMA® designees have passed a background check, completed a thorough education and training program and passed a comprehensive exam. Once awarded, continuing education is also required to maintain the designee’s credentials.