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

(203) 255-0504

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 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 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

Panfilo Guglielmi is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

Contact Panfilo Guglielmi

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Office Locations:

  • 140 Sherman Street
    4th FL
    Fairfield, CT 06824
  • 628 Hebron Ave.
    Bld. 2
    Glastonbury, CT 06033

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