Celine J. Pastore, CRPC®, MRFC® in

Celine J. Pastore, CRPC®, MRFC®

Login to view DISC.
Founder | Wealth Manager & Chief Compliance Officer for SimplePath Wealth Management, LLC at SimplePath Retirement, LLC
📍 Palm Harbor, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overview
Experience
22 Years
Current Role
Founder | Wealth Manager & Chief Compliance Officer for SimplePath Wealth Management, LLC
Job Level
Leadership
Location
Palm Harbor, Florida, United States
Personality Overview

How Celine shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Celine cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topics
Career

Work history

7-2020
Founder | Wealth Manager & Chief Compliance Officer for SimplePath Wealth Management, LLC
SimplePath Retirement, LLC
1-2020
Founder | Insurance Agent for SimplePath Insurance & Tax Planning, LLC
SimplePath Retirement, LLC
6-2013
Founder | Holistic Retirement Advisor
SimplePath Retirement, LLC
6-2013
Founder | Financial Advocate for Women
Women's Wealth Advisor
10-2010 - 3-2013
Client Services Director
Harwood Financial Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
Chartered Retirement Planning Counselor (CRPC®)
College for Financial Planning
Investment Advisor Representative (Series 65)
Kaplan University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Ivelisse Diaz
Ivelisse Diaz
Legal Secretary
HSS
 Ivan Žgela
Ivan Žgela
Software Engineer
Infobip
 Vinay Kumar
Vinay Kumar
Catalog Specialist
Tumbledry
 Ivo Andreev
Ivo Andreev
Interactive Developer
Blue Cross Blue Shield
Unlock the full playbookSee exactly how to sell to Celine. Free, 10 seconds.