EXPERIENCE – KNOWLEDGE – INDEPENDENCE Since 1984, Walter Pachniuk, CFP® of Newtown, Connecticut has provided wealth management services to a wide variety of individuals, businesses, and non-profits located throughout the United States. He is a CERTIFIED FINANCIAL PLANNER professional, Series 24 Principal and Series 7 Registered Representative, and a Registered Investment Advisor representative overseeing client assets in excess of $100 million, approximately, as of May 31, 2014. Our focus is tax efficient life-long asset-management investment advisory services for high net-worth individuals, and institutions seeking highly experienced cost-effective prudent money management. We’ve provided people and organizations the solutions, the insight, the alternatives they’ll require to succeed financially. We will work with you to structure plans and portfolios that meet your needs today, and tomorrow. We are committed to high standards of integrity – acting and advising in the best interest of you, our client.
Mary Jo Romano has been working with individuals and businesses to bring creative solutions and unbiased advice to her clients since 1992. She started her own practice as an independent investment advisor in 2006 to focus solely on her clients without any obligation to sell proprietary products or uphold a corporate agenda.
She received her MBA from Sacred Heart University in Fairfield, CT and her BA from Western Connecticut State University in Danbury, CT. She holds multiple FINRA Registrations Series 7-General Securities Representative, Series 6-Investment Company/Variable Contracts Representative, Series 63-Uniform Securities Agent State Law & Series 65 -UniformInvestment Advisor as well as two professional designations. She obtained theRFC (Registered Financial Consultant) designation from the International Association of Registered Financial Consultants after receiving a Certificate in Financial Planning from Kaplan College and she obtained the CRPC (Chartered Retirement Planning Consultant) designation granted by the American College for Financial Planning. Both designations require ongoing continuing education credits. She is certified in the Connecticut Partnership for Long Term Care and is licensed in Life andHealth Insurance policies. She is registered in Connecticut and New York for both securities and insurance.
Mary Jo is a member of the Greater Valley Chamber of Commerce and their Women in Networking Group in Shelton, CT. She is also a member of the Newtown Chamber of Commerce and their Power Network Group in Newtown, CT. She lives in Trumbull, CT with her husband and two sons.