Firm Overview

Marc Pasquale, Principal

Marc Pasquale is a Principal in Pioneer’s estate planning advisory and risk management groups. Marc brings over 15 years of experience in accounting, tax, insurance, and financial planning. He began his career in the audit and tax department of Ernst and Young LLP. He then moved to Sagemark Consulting where he was a Financial Planner focused on the structuring and implementation of sophisticated wealth preservation transactions. Marc went on to found Oak Venture Advisors, LLC which specialized in insurance and estate planning transactions for a high net worth client base. Marc holds a B.S. degree in accounting from the University of Notre Dame. He is also a registered Certified Public Accountant.

mpasquale@pioneerwealthpartners.com

Download VCard
Back to Firm Principals