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Plan Ahead with Pagano Financial

As one family to another, we are committed to helping you preserve and build what you have worked your entire life to achieve.

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Experience You Can Count On

Experience You Can Count On

Helping both individuals and businesses keep their financial promises to their families and employees, is a commitment we made years ago.

Everything we do in our practice serves to uphold our commitment.

We specialize in developing strategies for individuals, families, retirees, and business owners.

From Our Family to Yours

From Our Family to Yours

Our business is built on a foundation of thoughtful client relationships. In all that we do, we are committed to excellence and integrity.

Financial Planning

Financial Planning

The best way to help achieve your goals is to start planning for them today.

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Investments

Investments

Your investments should work for you so that you can pursue your goals.

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Estate Planning

Estate Planning

When you aspire to more clarity in planning your estate, we are your partner.

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Meet Our Family

Joe Pagano

(805)495-0858

(805) 231-7932

(805) 495-0998

joe@paganofinancial.com

Joe takes pride in guiding his clients and helping them clarify their financial goals. He has worked extensively with women who are recently widowed, divorced, or single—to help them gain confidence in managing their financial futures...

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Joey Pagano

(805) 495-0858

joey@paganofinancial.com

Joey Pagano has been an Investment Advisor with Pagano Financial Group since 2006. His focus is constructing optimal investment portfolios tailored to each client’s risk, in order to achieve their financial goals. Joey currently...

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Donna Pagano

Registered Director of Client Services

(805) 497-7048

(805) 495-0998

dpagano@paganofinancial.com

Your aspirations. Our sole focus.

At Pagano Financial Group, we help our clients live their fullest lives. We start by understanding your needs, your goals and your current situation. And we partner with you in creating customized financial strategies that are simple, actionable and results-focused.

Count on us to help you pursue your aspirations for today and tomorrow. We’ll help you navigate life’s major transitions (like divorce, or loss of spouse, or retirement). We’re there for you when you choose a new path (like starting or selling a business or moving your family to a new city). And you can trust us to prepare you for the future. Whether you’re dreaming of financial independence, college savings, estate strategy, or meaningful vacations with those you love, we can create a plan to help you on your journey.

Pagano Financial Group is a firm where clients come first, and where financial planning is very personal, very professional and totally client-centered. We’d love to get to know you.

Lets Talk!

Life is not measured by the number of breaths you take but by the moments that take your breath away.

- Maya Angelou

Success is neither magical nor mysterious.  Success is the natural consequence of consistently applying basic fundamentals.

- Jim Rohn

Without leaps of imagination or dreaming, we lose the excitement of possibilities.  Dreaming, after all, is a form of planning.

- Gloria Steinem

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