Marcello DePascale, LUTCF, AIF

Marcello DePascale, LUTCF, AIF We help our clients plan and navigate through life’s financial hurdles on an ongoing basis I provide ongoing monitoring and periodic in-person reviews.

Financial Planner
Financial Services Representative
Investment Advisor Representative

I work with a variety of professionals in numerous industries, with a particular focus on medical professionals, including Certified Registered Nurse Anesthetists (CRNAs), to develop an integrated long-term plan that works to bring their unique view of their financial future to life. I help them address the uniq

ue cash flow, savings, investment and insurance needs they face at each stage of their career. Whether you have just started your career or are planning for retirement I take the time to develop a thorough understanding of who each client is, how they think and what matters most to them. I develop a customized strategy that is aligned with their personal and financial goals. Each strategic plan addresses the core areas of investment planning, risk management, retirement and estate planning, and family financial planning including education funding and elder care. I am here to adjust each strategy when necessary so it evolves to capitalize on I am the co-chair of one of the largest teams of experienced financial professionals who work hard to provide exceptional service and personalized attention. I am licensed and registered to offer products and services in several states. Licenses and registrations may vary. Please contact this office for further information. I am a registered representative of and offer securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 6 Corporate Drive, Shelton CT 06484. Tel: 203-513-6297

Domiciled in CT; CA Insurance Lic.

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize...
07/13/2026

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize diversification across regions—recognizing different markets don’t always move in sync. Let’s work together to see if it may be
worth considering whether global exposure fits into your broader plan.

School’s out and summer is in full swing. With a few extra expenses — from meals to activities and camps — it helps to ...
07/09/2026

School’s out and summer is in full swing. With a few extra expenses — from meals to activities and camps — it helps to check in on spending. Here are some simple ways to manage summer costs, and I’m here for support whenever you need it.

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest ...
07/06/2026

A quick mid‑year check‑in can help you reassess priorities, uncover gaps, and refocus on what matters most for the rest of the year. Let’s connect.

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to you...
06/22/2026

As your business grows, your benefits strategy should too. What you offer and how you communicate key information to your employees will change based on your headcount. I can help you understand your options. Let's talk.

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long...
06/18/2026

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long-term plans.

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep g...
06/15/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Good habits now can help you work toward financial freedom later. Let's connect.
05/21/2026

Good habits now can help you work toward financial freedom later. Let's connect.

Address

6 Corporate Drive
Shelton, CT
06484

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12035136368

Website

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