Frank Passalaqua
A 25-year career on Wall Street in New York showed me the value of disciplined planning and risk management. I moved into wealth advising to use that experience for families who need tailored financial guidance. Helping clients achieve major milestones, from securing their retirement to fulfilling their long-term legacy goals, is the most rewarding part of my work.
Before I moved into a career in Wall Street from 1992 to 2017, I graduated from Saint Peter’s University in Jersey City. I have passed the Series 65 securities exam and hold life and health insurance licenses. I hawk the futures every morning to stay ahead of the curve and ensure I’m always up to date with market events.
I live in Mount Pleasant, South Carolina with my wife, Maria, our two sons, Frank and Daniel, and our rescue pitbull mix, Bentley. Outside the office, I put great value into our family’s Italian traditions, especially making homemade pasta and pizza with family and friends. I am a massive 70s, 80s and 90s classic rock and metal trivia geek — I’ve seen Rush nearly 70 times in concert, and I try to live by one of my favorite lyrics from the band: “The measure of life is a measure of love and respect.”
