Panfilo Guglielmi
CFP®, CPA/PFS
Advanced Capital Advisors, LLC
Financial Advisor
Panfilo Guglielmi
CFP®, CPA/PFS
Advanced Capital Advisors, LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Panfilo Guglielmi, CFP®, CPA/PFS
Fee Only Financial Planner with offices in Glastonbury and Fairfield, CT and Serving Clients Nationwide
Panfilo Guglielmi is a Fairfield, CT fee-only financial planner. Advanced Capital Advisors, LLC provides comprehensive and objective financial planning and investment management services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Panfilo Guglielmi is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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 whose planners are independent and provide unbiased financial advice. 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
Panfilo Guglielmi 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.
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.
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
-
Panfilo Guglielmi is a NAPFA-Registered Financial AdvisorThe 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.
-
Panfilo Guglielmi is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Panfilo Guglielmi is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
-
Panfilo Guglielmi is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
-
Panfilo Guglielmi is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Contact Panfilo Guglielmi
Office Locations:
-
140 Sherman Street
4th FL
Fairfield, CT 06824 -
628 Hebron Ave.
Bld. 2
Glastonbury, CT 06033
