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Anthony Pasqualetti

Associate Advisor

Personable and practical. Helping people reach their goals.

Anthony takes a personable, practical approach to financial planning—focused on helping people make progress toward what matters most. As an Associate Advisor, he works alongside the team to support clients with thoughtful planning, clear communication, and a process that keeps things moving forward.

He brings a strong foundation in finance and a natural ability to connect with people. Anthony was actively involved during his time at Utica University, serving as President of the Investment Club, where he helped lead conversations around investing, markets, and financial decision-making.

Education

BS in Finance, Minor in Management, Utica University

Community Service

Volunteers with Redeemer Church in both Rome, NY and Utica, NY

Beneath the Surface

1
Claim to Fame

Ho imparto l’italiano quando ho studiato lì!

2
Enjoys

Traveling and experiencing new cultures, hiking, and any opportunity to spend time outdoors.

3
Family

From Rome, NY, and the oldest of 6 siblings.

Impossible is a word to be found only in the dictionary of fools.

Napoleon Bonaparte