Broker Check
Client Login
Schedule an Appointment
Pablo M. Bianchi - CIMA®, CFP®, CPWA®, C(k)P®, AIF, CEPA®

Pablo M. Bianchi - CIMA®, CFP®, CPWA®, C(k)P®, AIF, CEPA®

Leader in Financial Stewardship

8569852203

pablo@finppass.com

Pablo is a seasoned wealth management advisor with over 20 years of experience, specializing in working with high-net-worth clients and business owners. 

Throughout his career, he has developed a strong commitment to client-centric service and delivering tailored advice to help clients navigate life’s many challenges and opportunities. He firmly believes that understanding his clients' individual circumstances and aspirations is crucial to developing personalized strategies that align with their needs. By actively listening to their concerns, Pablo can provide comprehensive financial solutions tailored to their specific situations.

By earning the Certified Investment Management Analyst (CIMA)®, CERTIFIED FINANCIAL PLANNERTM mark, Certified Private Wealth Advisor (CPWA)®, and Certified Exit Planning Advisor (CEPA) designations, Pablo possesses a comprehensive understanding of the complexities involved in financial planning, wealth management, retirement planning, and business succession strategies. 

 Key Skills: 

  • Wealth management and investment advisory.
  • Retirement planning and optimization of corporate retirement plans.
  • Business succession planning and exit strategies.
  • Holistic financial planning for high-net-worth individuals.
  • Risk management and asset protection strategies.

His success is driven by a passion for helping clients achieve their financial objectives and supporting their long-term financial goals. He takes great pride in being a trusted advisor, acting with integrity and accountability in everything he does.

Interests

Pablo places a strong emphasis on contributing to his community through national and local organizations. He served as the Ambassador for the AARP Financial Freedom Tour, a program dedicated to helping African Americans and Latinos manage financial issues in their lives. Pablo is also a speaker for the CFP Board for select events. He previously served as the President of the Philadelphia Chapter for the Association of Latino Professional in Finance and Accounting and as Chairman of the Board for LAEDA, an organization providing entrepreneurial education to minorities in New Jersey.