Celine J. Pastore, CRPC®, MRFC® in

Celine J. Pastore, CRPC®, MRFC®

Commander · DISC type D
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.

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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

Candid & Clear
Decisive
Very Quick

They respond better to strong and respectful interactions. They prefer to move quickly, and expect the same from others. They do not care very much about building rapport or relationships.

Priorities

Topics Celine cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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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.
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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)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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