Our Team

Our Team

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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 a leading wealth management firm is handling your plan. 

For more than 20 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 unique structure means we can help meet all of your financial 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®

Jeremy M. Lobo is Co-Founder and Managing Member of Lobo & Pascale Wealth Management, LLC. He is a CERTIFIED FINANCIAL PLANNER™ professional and has been helping investors reach their goals for over twenty 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 fifth consecutive year, Jeremy was selected as a Connecticut Five Star Wealth Manager, and appeared in the December, 2016 issue of Connecticut Magazine*. He was also recently featured in the June 13, 2016 edition of The Wall Street Journal feature , “Ten Five Star Wealth Managers You Need to Know”. In addition, a similar feature was included in Forbes, Fortune, Money, and Entrepreneur this May.* 

Jeremy is an Investment Adviser Representative of Commonwealth Financial Network®. He was named to the 2016 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 a member of the Financial Planning Association and the Financial Services Institute. Jeremy currently sits on the board of directors for the Connecticut Better Business Bureau. 
 
On a personal note, Jeremy is an avid fisherman and enjoys coaching youth baseball. He was also on the 1993 Junior National Basketball Team that traveled extensively throughout Europe. He resides in Durham, Connecticut, and enjoys spending all his free time with his wife of 16 years and their two children.

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*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,983 Connecticut wealth managers were considered for the award; 433 (22 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
**Based on a ranking of annual production among Commonwealth’s network of 1,650 financial advisors.

Christopher W. Pascale

MBA, CFP®, CIMA®, AIF®

Christopher W. Pascale is a Co-Founder and Managing Member of Lobo & Pascale Wealth Management, LLC. Founded in 2001 and headquartered in Wallingford, CT, he specializes in Portfolio Management, retirement planning and provides comprehensive financial services to high net worth individuals, families, and businesses throughout the United States.

Christopher has an MBA in Finance and Financial Instruments and Markets from New York University’s Stern School of Business, one of the oldest and most prestigious business schools in the world and ranked among the top three Business Schools for finance by U.S. News and World Report. Christopher is also a graduate of Northeastern University in Boston, Massachusetts. 

Christopher is a CERTIFIED FINANCIAL PLANNER™ professional and has been helping retirees and investors reach their financial goals since 1994. Additionally Christopher has earned his Certified Investment Management Analyst (CIMA®) designation, administered by Investment Management Consultants Association® through The Wharton School, University of Pennsylvania. Mr. Pascale is an Investment Adviser Representative of Commonwealth Financial Network ®, Member FINRA/SIPC, a Registered Investment Adviser, and has also earned the Accredited Investment Fiduciary® (AIF®) professional designation.  

Christopher is a well known financial educator throughout Connecticut, with a specialty in working with retirees and executives approaching retirement. He has enjoyed presenting financial workshops for more than twenty years and his guidance has helped investors to grow and maintain their wealth, create retirement income, as well as help reduce their tax liability.  

He is a member of the Investment Management Consultants Association (IMCA), which sets the standards and practices for the investment management consulting profession and provides investment consultants with the credentials and tools required to serve their clients.  He was selected as a Connecticut Five Star Wealth Manager, and appeared in the December, 2016 issue of Connecticut Magazine*.  Christopher also appeared in the June 13, 2016 edition of The Wall Street Journal feature, “Ten Five Star Wealth Managers You Need to Know”. In addition, a similar feature was included in Forbes, Fortune, Money and Entrepreneur this May.* Chris was named to the 2016 Commonwealth Vista Club, in recognition of achievements at his firm. **

Christopher, his wife, Heidi and daughter, Reiley live in Middlefield, Connecticut.  In his spare time, he enjoys spending time with his family and friends, as well as skiing, boxing, hockey and mountain climbing. 

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*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,983 Connecticut wealth managers were considered for the award; 433 (22 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

**Based on annual production rankings among Commonwealth’s approximately 1650 financial advisors

 

 

Rachel Sorrentino

Registered Sales Assistant

Rachel Sorrentino is a Registered Sales Assistant at Lobo & Pascale Wealth Management, LLC, headquartered in Wallingford, Connecticut. Rachel is fully licensed with her FINRA Series 7 General Securities Registration, her Series 63 registration, and her Connecticut State Life/Health and Variable Contracts licenses (securities registrations held through Commonwealth Financial Network). With more than 20 years in the financial services industry, Rachel has the expertise to provide exceptional customer service to clients, from problem solving to trade execution.

Rachel graduated from the University of Connecticut in Storrs, with a BS in economics. After earning her degree, she worked primarily as a Registered Sales Assistant and Internal Wholesaler at several of the top area firms, such as Wells Fargo Advisors, MetLife, and Prudential Securities.

On a more personal note, Rachel enjoys spending time with her children visiting different area beaches, amusement parks, and museums. In her free time, she loves to travel, enjoys reading, and is an avid music fan. 

Darien Gardetto

Administrative Assistant

Darien Gardetto is currently an Administrative Assistant for the Co-Founders of Lobo & Pascale Wealth Management, Jeremy M. Lobo and Christopher W. Pascale.

Darien's specialization in her field of work comes from five years of sales and customer service performance at a communications company, eight years of sales at Princess House (a Fortune 500 company), and five years of running C. Troiano & Sons, a small excavating office.

Darien is a mother of two kids, ages 16 and 24. She loves to entertain and plan camping trips for her family and their yellow lab, Ginger. 

Michael A. Mendillo Jr.

Junior Associate & Analyst

Michael A. Mendillo Jr. is a Junior Associate & Analyst at Lobo & Pascale Wealth Management, LLC, headquartered in Wallingford, Connecticut. He holds his FINRA Series 7 General Securities Registration, as well as his Series 66 - NASAA Uniform Combined State Law registration through Commonwealth Financial Network. Mike is able to offer fresh perspective to analysis of stocks, ETFs, and mutual funds for portfolios, as well as any other assistance that can be offered to the other members of the Lobo & Pascale Wealth Management team.

Michael earned his Bachelor of Science in Finance and Business Management from the Mario J. Gabelli School of Business at Roger Williams University. Although he has always been a numbers guy, it was during his internship at the Barnum Financial Group, an office of MetLife, where he truly discovered his passion for financial services.

On a more personal note, Mike is an avid golfer and enjoys fishing for bass in his free time. He loves watching all college sports and is a big supporter of the UConn Huskies men's basketball team. When he’s not on the green or on a boat, you can find Mike spending time with his family and friends.