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Plan Ahead with Pagano Financial

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

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Expertise You Can Trust

Expertise You Can Trust

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 solutions for individuals, families, retirees, and business owners.

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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.

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Financial Advisory Services

Financial Advisory Services

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Retirement Planning

Retirement Planning

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Asset Management

Asset Management

We create strategies that are tailored to your needs and goals.


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Estate Planning

Estate Planning


Years of experience have prepared us to guide you through your life transitions.

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Get your house in order through a Family Love Letter 

Get your house in order through a Family Love Letter  

Another Pagano family specialty, The Family Love Letter is a gift – of time, love and clarity. It is an indispensable estate planning tool allowing you to enhance the legal planning and legacy documents you may have prepared bringing clarity, reducing stress, and minimizing conflicts. Schedule an appointment with us today to start building your Family Love Letter.

Meet Our Family

Joe Pagano

(805)495-0858

joe@paganofinancial.com

Joe takes pride in coaching his clients, helping them understand and identify their financial objectives. Women express their appreciation in Joe’s understanding of their needs, especially those recently widowed, divorced, or...

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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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