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Joe DePascale, CPA/PFS

Joe Pascale

My specialty is in the area of financial planning and how to coordinate a comprehensive financial planning taking into account a clients goals and objectives.  While in practice I have always operated in a non-proprietary, independent setting rather than selling high commission or “products” – rather processes that were closely aligned with client’s objectives.  I strongly believe in this low interest rate environment the concept of creating tax alpha or tax efficiencies with clients.  This follows the basic concept of diversification and asset allocation among different asset classes – however, the same can be true as to what “bucket” or asset class you hold you assets in can have a dramatic effect on your tax liability.  Placing different asset classes in different taxable or non taxable accounts makes a critical difference.

State: Ohio

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