Panfilo Guglielmi, Jr., CPA, CFP, PFS
Founder and Principal
Panfilo Guglielmi, Jr., founder and principal of Advanced Capital Advisors, LLC graduated from Providence College in 1981 with a BS in Accounting and started his career working for a regional accounting firm. In 1983, he joined Aetna Life & Casualty’s Financial Division and International Division working on mergers and acquisitions.
In 1991, Panfilo and Dave Zeldis formed the partnership of Zeldis, Guglielmi & Company, LLP. Services provided concentrated mostly on financial consulting, and tax compliance and planning. In 2000, Advanced Capital Advisors, LLC was established to handle the financial consulting and investment advisory segment of the business. Panfilo has helped individuals, families, trusts, and businesses in achieving their financial objectives for more than 15 years.
Panfilo has earned the following designations during his more than 25 years of service.
Certified Public Accountant ( CPA )
Certified Financial Planner ( CFP )
Personal Financial Specialist ( PFS )
Panfilo is a member of NAPFA, which is the largest fee-only planners association who’s planners are independent and provide unbiased financial advise. Being a registered advisor of NAPFA means you have met the highest standards of education, training and competency.
Professional Memberships Include
NAPFA – National Association of Personal Financial Advisors
FPA – Financial Planning Association
AICPA – American Institute of Certified Public Accountants
CSCPA – Connecticut Society of Certified Public Accountants