Five Star award winners Lobo & Pascale Wealth Management, LLC

PROFESSIONAL PROFILE

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Lobo & Pascale Wealth Management, LLC

Jeremy M. Lobo, CFP^®, CFS, AIF^®

Christopher W. Pascale, MBA, CFP^®, CIMA^®, AIF^®

1062 Barnes Rd Ste 201

Wallingford, CT 06492

Office: 203-269-3700

info@lobopascale.com
www.lobopascale.com

Professional Approach

Securing your dreams takes effort and energy, leaving little time for wealth management. We can take that responsibility off your hands while helping you achieve your goals. With Lobo & Pascale Wealth Management, LLC, as your financial consulting firm, you will enjoy the confidence that comes from knowing that an independent wealth management firm is handling your plan.

For more than 26 years, we have been helping our clients work toward financial security with our personalized approach to wealth planning, accumulation, and preservation. Our goal is to help you maintain the standard of living to which you have become accustomed and to preserve your wealth for you, your children, and your grandchildren. We focus on a variety of personalized strategies and have access to the broadest range of nonproprietary financial products from which to choose to help accomplish your goals.

Our structure means we can help meet all of your unique needs, eliminating the complexities associated with working with more than one company. Our proactive approach to wealth management is supported by a team of professionals who will work hard to help you reach all of your personal and financial goals. We offer a full range of services, but regardless of which service you choose, we will review your portfolio regularly, anticipating your needs before you do. This process is designed to help ensure that your investments keep pace with the changes in your life.

Jeremy M. Lobo, CFP®, CFS, AIF®

Managing Partner

Phone: 203-269-3700

Jeremy Lobo is Co-Owner and Co-Founder of Lobo & Pascale Wealth Management, LLC. He is a CERTIFIED FINANCIAL PLANNER™ professional and has been helping investors reach their goals for over twenty six years. Founded in 2001 and headquartered in Wallingford, CT, Lobo & Pascale Wealth Management, LLC specializes in retirement planning and provides comprehensive financial services to high net worth individuals, families, and businesses throughout the United States.

Jeremy is a well-known financial educator and public speaker. He has developed a niche as a retirement income specialist, and speaks nationally several times each year. Jeremy has a passion for educating the public on the common mistakes investors make approaching retirement and how to help avoid them. For the eleventh consecutive year, Jeremy was selected as a Connecticut Five Star Wealth Manager, and will appear in the December, 2022 issue of Connecticut Magazine*. He will also be featured in Fortune magazine (December 2022 / January 2023 issue) and The Wall Street Journal (February 22, 2023).

Jeremy is an Investment Adviser Representative of Commonwealth Financial Network ®. He was named to the 2022 Commonwealth Summit Club, in recognition of achievements at his firm.**

Jeremy graduated Magna Cum Laude with a Bachelor’s Degree in Finance from the University of Rhode Island. He is also a member of the Financial Services Institute. Jeremy sat on the Board of Directors for the Connecticut Better Business Bureau for seven years.

On a personal note, Jeremy is an avid boater and enjoys coaching youth baseball and basketball. He was also on the 1993 Junior National Basketball Team that traveled extensively throughout Europe. He resides in Durham, CT and enjoys spending all his free time with his wife of 22 years and their two children.

Christopher W. Pascale, MBA, CFP®, CIMA®, AIF®

Managing Partner

Phone: 203-269-3700

MBA, New York University, Stern School of Business
B.S Northeastern University
Certified Investment Management Analyst®
CERTIFIED FINANCIAL PLANNER™ Professional

Christopher W. Pascale is a Co-Owner / Co-Founder of Lobo & Pascale Wealth Management, LLC, founded in 2001. Christopher has over 20 years of experience in the financial service industry. Christopher specializes in portfolio management and retirement planning and provides comprehensive financial services to high-net-worth individuals, families, and businesses throughout the United States.

Christopher learned the importance of hard work and education early in life. Growing up, he watched his parents work two jobs each so that he and his sister would never go without and would have the opportunity for an education and a chance to follow their dreams. Watching his parents sacrifice financially was the pivotal factor that led to his career in finance which would allow him to help his parents and others pursue financial success.

He learned core ethical values—to do the right thing and to always help others. His parents, though living modestly, took on foster children and would give the little extra they had to help others. These values of service and sacrifice are deeply instilled in Christopher and have stuck with him throughout his life and career. He finds it very rewarding to help clients reach their financial dreams and goals.

Christopher met Jeremy Lobo in the late ’90s while working for an independent financial planning firm. There, they saw advisors taking advantage of clients by using investments and financial products that prioritized and benefited themselves rather than the clients. The two, realizing they shared the same core ethical values, set out to open their own independent advisory firm with a focus on putting the client first and doing the right thing. In their 20s and with no clients and very few assets but an insatiable entrepreneurial spirit, they took the leap and started their journey! Fast-forward 20 years, and Christopher and Jeremy have created a respected wealth management firm, Lobo & Pascale, with over $200 million in assets under advisement. They continue to thrive and grow their client-focused practice while navigating investors through the seismic changes that are taking place in the financial services industry.

The most important thing in the world to Christopher is his family: his wife, Heidi, and daughter, Reiley. They reside in Middlefield, Connecticut. While he spends most of his time cheering on Reiley’s field hockey, lacrosse and Alpine ski races for The Taft School, Christopher still finds the time to work out and live an active lifestyle. On winter weekends, you’ll find him in Vermont, skiing alongside his daughter.

Additionally, Christopher is a member of the Investments & Wealth Institute™ and both the CFA Institute and CFA Society of Hartford. He has been selected as a Connecticut Five Star Wealth Manager seven times and will appear in the December 2022 issue of Connecticut Magazine* . He will also be featured in Fortune magazine (December 2022 / January 2023 issue) and The Wall Street Journal (February 22, 2023). In recognition of achievements at his firm, Christopher was named to the 2021 Commonwealth Vista Club.**

See Accomplishments

This award was issued on 11/1/23 by Five Star Professional (FSP) for the time period 2/13/23 through 8/31/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3,564 Connecticut-area wealth managers were considered for the award; 313 (9% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 2950, 290, 10%, 11/1/22, 2/29/22 - 9/2/22; 2021: 3191, 272, 9%, 11/1/21, 2/15/21 - 9/10/21; 2020: 3048, 285, 9%, 11/2/20, 2/17/20 - 9/18/20; 2019: 3147, 289, 9%, 11/1/19, 2/18/19 - 9/27/19; 2018: 3178, 293, 9%, 11/1/18, 2/15/18 - 9/21/18; 2017: 2218, 283, 13%, 11/1/17, 2/15/17 - 9/11/17; 2016: 1985, 417, 21%, 10/1/16, 3/25/16 - 9/28/16; 2015: 2398, 468, 20%, 11/1/15, 3/16/15 - 9/10/15; 2014: 3926, 515, 13%, 11/1/14, 3/16/13 - 9/10/13; 2013: 2263, 531, 23%, 11/1/13, 3/16/12 - 9/10/12; 2012: 2204, 503, 23%, 11/1/12, 3/16/11 - 9/10/11.

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Securities and advisory services offered through Commonwealth Financial Network®, member FINRA / SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.