James Passarelli, CPC, QPA, QKA, CPFA in

James Passarelli, CPC, QPA, QKA, CPFA

Observer · DISC type ci
Chief Executive Officer at Adminergy, Inc.
📍 Boulder, Colorado, United States

James is a retirement plan expert and CEO of Adminergy, Inc. , with deep experience across administration, sales, and consulting. He holds the Certified Pension Consultant (CPC) designation from ASPPA, its highest credential, and has contributed to curriculum design for the organization. He earned his Master of Arts from Fordham University.

Based in the Denver area, James is active in the local community, attending Denver Metro Chamber of Commerce events and supporting local businesses. He uses his professional network to support personal causes he cares about and has been involved with organizations like the Financial Planning Association of Colorado.

He once appeared on a podcast to discuss the transformative power of a 13-year mentorship that began by chance with an upstairs neighbor in the Bronx.

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Experience
14 Years
Current Role
Chief Executive Officer
Job Level
Leadership
Location
Boulder, Colorado, United States
Personality Overview

How James shows up

Value Driven
Example Seeker
Curious

They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They often ask many questions and rely heavily on information and documentation. They are generally strong communicators and are not easy to convince.

Priorities

Topics James cares about

Retirement Plan Expertise
As CEO of Adminergy and President of Carta Consulting, his career is focused on third-party administration, recordkeeping, operations, sales, and consulting for retirement plans.
Professional Advocacy
He has served on the board of the Financial Planning Association of Colorado and assisted ASPPA with curriculum design, showing a commitment to advancing his profession.
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Career

Work history

10-2025
Chief Executive Officer
Adminergy, Inc.
9-2023
President
Carta Consulting
9-2022 - 7-2023
Product Support Manager
ftwilliam.com
9-2020 - 8-2022
Product Consultant
ftwilliam.com
2-2019 - 4-2020
Director of Sales
Complect
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2011 - 2013
Master of Arts (M.A.)
Fordham University
2008 - 2012
Bachelor of Arts (BA)
Fordham University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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