Dan Pascone is the Founder and CEO of Tailored Wealth, where his mission is to help business leaders and executives optimize their financial resources to live purposeful, fulfilling lives. With a focus on reducing taxes, managing equity compensation, and crafting strategies for long-term financial independence, Dan ensures that every dollar clients earn works as hard as they do.
Drawing from his extensive experience as a former executive and revenue leader in the financial services industry, Dan understands the complexities of managing wealth amidst demanding careers. This perspective shapes Tailored Wealth’s specialized approach, which combines advanced financial technology with personalized strategies tailored to each client’s goals.
A passionate advocate for financial education, Dan shares insights through his weekly newsletter, Making Sense of Your Money, quarterly webinars, and one-on-one strategy sessions. His content empowers clients to make informed decisions and avoid costly mistakes, all while staying on track for their most important life goals, including retirement.
Beyond his professional work, Dan is dedicated to giving back. He serves on the board of Operation Hope of Fairfield and mentors aspiring professionals through nonprofit programs. An active alum of Sacred Heart University, he previously served as Alumni Board President. Dan is also a proud dad and youth sports coach, bringing the same dedication and strategic thinking to the field that he applies to his business.