What is an AWMA®? Earning the ACCREDITED WEALTH MANAGEMENT ADVISOR℠, or AWMA®, certification from the College for Financial Planning means that a financial advisor has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.
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Philip Pascarella AWMA®, CRPS®
Managing Director – Investments
MY PROFESSIONAL APPROACH
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.
From there, we’ll work together to craft a plan designed specifically to help you achieve your financial goals. 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-first service approach to financial services, I joined Benjamin F. Edwards & Co. in 2013 as a financial advisor and facilitated the opening of our Morristown, NJ, office. I began my financial services career in 1989 when I joined A.G. Edwards & Sons, Inc.
My father, Charles A. Pascarella, branch manager at Benjamin F. Edwards & Co., formed Pascarella Wealth Management in 1993, and in 2007 I joined the growing wealth management team. At Benjamin F. Edwards & Co., 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 and sons, Anthony and Matthew. I also enjoy music, theatre, and travel.
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
EDUCATION AND CREDENTIALS
- Kean College, Bachelor of Arts degree
- CHARTERED RETIREMENT PLANNING SPECIALISTSM (CRPS®), 2006
Phone 973-254-5880
Toll Free Phone 855-330-5880
Phone (Direct) 973-254-5880
What is a CRPS®? A CHARTERED RETIREMENT PLANNING SPECIALISTSM, or CRPS®, certification from the College for Financial Planning indicates that the holder has completed a rigorous course of study that addresses design, installation, maintenance and administration of retirement plans. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Additionally, individuals must agree to adhere to standards of professional conduct, and are subject to a disciplinary process.
Check the background of this investment professional on FINRA’s BrokerCheck