Entrewealth

Isabelle Beal is a financial advisor at EntreWealth with one year of industry experience. She holds a Series 66 designation and has previously worked at Kingswood Wealth Advisors LLC and Kingswood Capital Partners. Outside of finance, she was involved with Do College Better Tutoring. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm manages approximately $222 million in assets and employs a long-term investment approach that integrates various analytical methods aligned with each client’s investment policy statement.

Sherif El Azzazi is a financial advisor at EntreWealth with a Series 65 designation and one year of industry experience. His prior roles include positions at Brookfield Property Group, TerraForm Power, and Brookfield Renewable. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm manages approximately $222 million in assets through a nine-person advisory team, employing a range of analytical approaches to implement portfolios aligned with each client’s Investment Policy Statement.

Daniel Odom is a financial advisor at EntreWealth with five years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab, Robinhood Financial, and Merrill. Outside of finance, his background includes roles in hospitality and gig economy services. EntreWealth serves individuals, high-net-worth clients, businesses, and pension and profit-sharing plans, managing approximately $222 million in assets. The firm employs a long-term investment approach that integrates multiple analytical methods and offers both discretionary and non-discretionary portfolio management.

Jeffrey Socha is a financial advisor at EntreWealth with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms including Ark Financial Group and Central Wealth Management. He is also the owner of Socha Consulting, which provides investment advising, financial planning, tax planning, and business consulting. EntreWealth offers investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm employs a multi-strategy investment process focused on long-term trading and provides both discretionary and non-discretionary management through a nine-person advisory team.

Jonathan Pasqua is a CFA® charterholder and holds a Series 65 license. He is currently with EntreWealth in Austin, TX, and has over 14 years of industry experience, including founding Pasqua Wealth Solutions. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm manages approximately $222 million in assets with a nine-person advisory team, employing a long-term investment approach that integrates various analytical methods and aligns portfolios with client-specific Investment Policy Statements.

George Galat is a CFP® with 12 years of industry experience, currently serving at EntreWealth in Austin, TX. His prior roles include positions at Range Finance Inc, Wealth Foundry, LLC, Facet Wealth, Grove Advisors, Mosaic Financial Partners, and UBS. Outside of his advisory work, he is the Owner and CEO of Galat Holdings LLC. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm employs a long-term trading strategy that integrates various analytical approaches and offers both discretionary and non-discretionary management through a nine-person advisory team.

Joshua Mumper is a financial advisor at EntreWealth with a Series 65 credential and three years of industry experience. He previously worked at Vance Wealth, Hcvt, and Richard Mumper & Associates. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a range of analytical approaches, including fundamental and technical analysis, to implement long-term trading strategies tailored to each client’s Investment Policy Statement.

Elliot James is a financial advisor with EntreWealth, holding Series 63 and Series 65 licenses and bringing two years of industry experience. Prior to joining EntreWealth, he worked at Northwestern Mutual Investment Services and Thomas Stewart. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm employs a long-term investment approach combining various analytical methods and offers both discretionary and non-discretionary management tailored to each client’s Investment Policy Statement.

Dylan Veatch is a financial advisor at EntreWealth with one year of industry experience. He holds a Series 66 designation and previously worked at Falcon Wealth Advisors, Aya Healthcare, Spring Venture Group, Cooper's Hawk Winery, and Cerner Corporation. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm manages approximately $222 million in assets with a nine-person advisory team and employs a long-term investment approach using a combination of charting, cyclical, fundamental, quantitative, and technical analysis tailored to each client's Investment Policy Statement.

Andrew Vinciguerra is a financial advisor at EntreWealth with five years of industry experience. He holds a Series 65 designation and has worked previously at One Charles Private Wealth Services, The Colony Group, and State Street Corporation. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm manages approximately $222 million in assets through a nine-person advisory team, employing a long-term investment approach that integrates multiple analytical methods and aligns portfolios with each client’s Investment Policy Statement.

Zoe Bender is a financial advisor at EntreWealth with a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America and Merrill. EntreWealth offers investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm’s investment approach combines multiple analysis methods to implement long-term trading strategies aligned with each client’s investment policy statement.

Haley Rao is a Series 65-licensed advisor at EntreWealth in Boston, MA, with one year of industry experience. Prior to joining EntreWealth, she was co-owner of Dirty Paws LLC, a website and app development business. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans, managing approximately $222 million in assets with a nine-person advisory team. The firm employs a long-term investment process incorporating multiple analytical approaches and offers both discretionary and non-discretionary management tailored to each client’s Investment Policy Statement.

Nicole Sargent is a financial advisor at EntreWealth with seven years of industry experience. She holds the Series 66 designation and has worked at firms including LS Investment Management and Commonwealth Financial Network. In addition to advisory services, she spends a portion of her time involved in fixed insurance sales. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm employs a long-term investment approach combining various analytical methods and offers both discretionary and non-discretionary management tailored to clients’ Investment Policy Statements.

Matthew Hiller is a financial advisor at EntreWealth with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MassMutual Life Insurance Co and Mass Mutual Investors Services. EntreWealth serves individuals, high-net-worth clients, businesses, and pension and profit-sharing plans by providing investment advisory and portfolio management. The firm employs a long-term investment approach combining various analytical methods and offers both discretionary and non-discretionary management tailored to each client’s Investment Policy Statement.

John Gambone is a CFP® and ChFC® with 11 years of experience in the financial services industry. He is currently with EntreWealth, where he has worked since 2023, following prior roles at Vital Capital LLC, The Ascent Group, and Ameritas Investment Company. Gambone is also licensed as an insurance agent. EntreWealth is a nine-advisor firm managing approximately $222 million in assets, serving individuals, high-net-worth clients, businesses, and pension and profit-sharing plans. The firm employs a long-term investment approach combining multiple analytical methods and offers both discretionary and non-discretionary portfolio management tailored to each client’s investment policy statement.