Panfilo  Guglielmi

Panfilo Guglielmi

| CFP®, CPA/PFS

Advanced Capital Advisors, LLC

(203) 255-0504

Contact Me

Fee Only Financial Planner with offices in Glastonbury and Fairfield, CT and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

Visit Us

140 Sherman Street
4th FL
Fairfield, CT 06824

628 Hebron Ave.
Bld. 2
Glastonbury, CT 06033

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Panfilo Guglielmi is a Glastonbury, CT Fee-Only Financial Planner serving Glastonbury and Fairfield. Advanced Capital Advisors, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Panfilo Guglielmi is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Panfilo Guglielmi, Jr., founder and principal of Advanced Capital Advisors, LLC graduated from Providence College in 1981 with a BS in Accounting and started his career working for a regional accounting firm. In 1983, he joined Aetna Life & Casualty’s Financial Division and International Division working on mergers and acquisitions.

In 1991, Panfilo and Dave Zeldis formed the partnership of Zeldis, Guglielmi & Company, LLP. Services provided concentrated mostly on financial consulting, and tax compliance and planning. In 2000, Advanced Capital Advisors, LLC was established to handle the financial consulting and investment advisory segment of the business. Panfilo has helped individuals, families, trusts, and businesses in achieving their financial objectives for more than 15 years.

Panfilo has earned the following designations during his more than 25 years of service.

Certified Public Accountant ( CPA )
Certified Financial Planner ( CFP )
Personal Financial Specialist ( PFS )


Panfilo is a member of NAPFA, which is the largest fee-only planners association who’s planners are independent and provide unbiased financial advise. Being a registered advisor of NAPFA means you have met the highest standards of education, training and competency.

Professional Memberships Include
NAPFA – National Association of Personal Financial Advisors
FPA – Financial Planning Association
AICPA – American Institute of Certified Public Accountants
CSCPA – Connecticut Society of Certified Public Accountants

Read More...

Advanced Capital Advisors is an Independent Fee-Only Investment Management and Comprehensive Financial Planning Firm.

Fee-only services mean that we put your interests first.

Advanced Capital Advisors is compensated for its services by a fee, not by commissions or mark-ups on products or services you purchase.

In today’s dynamic and highly competitive marketplace we are committed to providing objective high quality financial advice, superior service, and innovative investment perspectives for individuals, families, trusts, and qualified retirement plans. Our belief in traditional values and ability to adapt new strategies in the changing environment distinguishes us in our pursuit to achieve the wishes of our clients.

Our firm’s objectives are to develop lasting relationships with clients built on trust, integrity, and professional expertise, and to measure our success based on our client’s piece of mind in achieving their financial dreams.

An Initial consultation and financial overview is free and without obligation. Call us at (203) 255-0504 to get started on your course to financial security. Thank you for visiting our web site and we encourage you to explore the web pages using the navigational bar on the top to learn more about Advanced Capital Advisors. We look forward to hearing from you.

Read More...