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Charles_PascarellaCharles Pascarella, CFP®, CIMA®
Managing Director – Investments
Branch Manager

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67 Park Place East
Suite 800
Morristown, NJ 07960
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Phone: 973-254-5880
Toll Free: 855-330-5880
charles.pascarella@nullbenjaminfedwards.com

My Community Activities

  • Roman Catholic Diocese of Paterson, Finance Committee Member
  • The Children’s Institute, Volunteer

My Professional Approach

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My process starts with our initial meeting where we will engage in a detailed discussion concerning your goals and objectives to gain an understanding of where you stand financially, and where you want to be in the future. I will listen, ask questions, and learn what is important to you.

From there, we’ll work together to craft a plan designed specifically to help you achieve your financial goals. We can develop a financial plan that adjusts and meets your needs and goals as your life changes. We’ll also check in from time-to-time to see how you’re doing and make any adjustments necessary.

My Background

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2013 as branch manager and facilitated the opening of our Morristown, NJ, office. A veteran of the financial securities industry, I started my career in 1970 and have over 30 years of experience with the investment firm A.G. Edwards & Sons.

In 2007, my son, Philip C. Pascarella, financial advisor at Benjamin F. Edwards & Co, joined Pascarella Wealth Management, a growing wealth management team formed in 1993. Here, our clients know that we’re fully invested in their financial future—we are just another family member that will be there for you and the next generation.

Outside of work, I like to spend time with my family. I also enjoy freshwater fishing, playing golf, listening to music, reading, snow skiing, and traveling.

Areas of Concentration

  • Advisory Portfolios
  • Asset Allocation
  • Education Planning Strategies
  • Estate Planning Strategies
  • Exit Strategies for Business Owners
  • Financial Planning Strategies
  • Investment Strategies
  • Retirement Planning Strategies
  • Wealth Management

Credentials

  • CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, 1978
  • CERTIFIED INVESTMENT MANAGEMENT ANALYST® (CIMA®) professional, 1990

WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNERTM, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies.  CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and  CERTIFIED FINANCIAL PLANNERTM the U.S.

WHAT IS A CIMA®? The CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA®) certification program is designed for investment consultants with at least three years of experience in investment consulting. Offered through the Investment Management Consultants Association (IMCA) CIMA® designees have passed a background check, completed a thorough education and training program and passed a comprehensive exam. Once awarded, continuing education is also required to maintain the designee’s credentials.