Brent Pasqua
RPA Wealth Management
Founder, Financial Advisor
Brent Pasqua
RPA Wealth Management
Founder, Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brent Pasqua
Fee-only financial planner located in Claremont, CA, serving clients throughout the Inland Empire and Southern California.
Brent Pasqua is a Claremont, CA fee-only financial planner. RPA Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brent Pasqua is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Brent Pasqua founded RPA Wealth Management to help people avoid the financial mistakes that had befallen his loved ones. He conceived an advisory firm that would give people clarity about their direction and help them achieve the futures they envision. By creating a fee-only, no-commission model, he knew he could keep this mission paramount, avoiding conflicts of interest and putting clients' interest first.
As president and financial advisor, Brent has an extensive range of duties. He provides financial planning, meets with clients, sets the firm’s investment philosophy, and establishes the welcoming, professional experience that clients receive at RPA. He thrives on helping people achieve clarity about their financial future.
Brent Pasqua is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At RPA Wealth Management, we believe in tailor-made financial planning. Based in Claremont, California, our Registered Independent Advisory firm makes our clients' goals in life central to everything we do. As a fee-only, fiduciary firm, we reinforce our personal focus with a commitment to putting clients' best interests first -- always.
Our advisory firm offers:
* A one-on-one relationship with a financial advisor and the expertise of a team
* A long-term perspective to helping our clients achieve their goals
* Expertise of financial professionals including the CERTIFIED FINANCIAL PLANNER™ designation
* Carefully vetted technology to help clients achieve financial clarity and make informed decisions
* Flexible service tiers to help meet clients where they are in life
We work with clients throughout California's Inland Empire, as well as Orange, L.A., and San Diego counties. Some of the people we work with include:
* Pre-retirees and retirees
* Individuals seeking support through a challenging life passage
* Physicians
* Small business owners
Our firm goes beyond traditional cookie-cutter financial planning to offer personalized service and comprehensive planning. Our services include:
* Retirement planning
* Financial planning
* Investment management
* Budgeting and cash flow analysis
* Tax planning
* Debt management
* Insurance review
* Estate planning
* Business succession and exit planning
* Social Security maximization
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brent Pasqua is a NAPFAAssociate MemberThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Brent Pasqua
Office Locations:
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419 N. Yale Ave
Claremont, CA 91711
