Jonathan Pasqua
Financial Planner at Socha Capital
Based in New York, United States
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Seniority
Staff
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
34
Contact information
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j•••••••@jeffsocha.com
Phone
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Background
About Jonathan Pasqua
For over 20 years Pasqua Wealth Solutions (formerly Pasqua, CPA) has acted with one overriding goal: To help business owners select, implement and coordinate those business and personal financial strategies needed to maximize their net worth over time. We accomplish this by enabling a client’s business to help them achieve their personal long and short term financial goals. To that end we are relentless in our pursuit of understanding the intricacies of the following areas of opportunity and concern to business owners: Business and personal income tax planning; Business benefits planning; Personal retirement planning; Business succession and exit planning; Estate planning; and Investments and Insurance planning. We service each client with our father/son team approach representing 50 years of combined experience. We also bring the joint professional expertise of a CPA, CFA and CFP to each client engagement to offer business owners what we believe to be an unparalleled service.
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