Rich Pombo
Rich has been helping individuals, families, and businesses with insurance and financial planning since 1987 and investment, estate, and retirement planning since 2001.
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Rachel Pombo
After spending over 6 years working in institutional advancement and alumni relations for The Sage Colleges, Rachel joined Pombo Wealth Management in 2015.
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Steven Mannato
Steven A. Mannato is a Registered Representative with Pombo Wealth Management. With more than 28 years of experience in the financial services industry, Steve provides financial oversight and guidance to his clients.
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Steven Yezzo
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type.
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Joyce Skroupa
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type.
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We’re a little different
We know it’s not about us.
While some financial advisors may treat your financial situation as a financial product or service transaction, our goal first and foremost is to build personal relationships with you. Taking the time to truly learn about you and your situation, we can better help “problem solve” and move you towards your goals.
We treat all clients the same, regardless of your current “portfolio size”.
There are no “A, B and C” clients. Everyone is an A client – some just have more money at the moment and have different goals and concerns.
Who We Help
Everyone has the potential for financial success.
We treat our business the way you treat what you do – with integrity and passion. If it’s important to you, then it is important to us. Do we have well established clients with significant assets and complex situations? Yes. We also help the “normal guys”. No matter your goals – whether it is a plan for retirement, working through sudden life changes, college planning, or ways to keep as much of your hard-earned income for as long possible – we have a strategic and proven process to meet your goals.
