Geoffrey James Passehl, CLU®, ChFC®, CASL®, RICP®
Wealth Management Advisor


Passehl Financial Services

Meet the Team

Meet the Team


 Our highly skilled team is dedicated in guiding our clients through a thoughtful process, identifying the areas of gray in their planning, and with our areas of expertise provide clarity and security so that our clients will ultimately lead the lives they desire.

 
 

 
Geoffrey James Passehl

Geoffrey James Passehl, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor
Office 215-981-1314

Contact us at passehl-financial.com so we can help you plan the future you desire.

 
Christopher Richard Stagliano

Christopher Richard Stagliano

Associate Financial Representative

215-981-1314

 
Joseph P DeFazio IV

Joseph P DeFazio IV, ChFC®

Director of Investments and Planning
Office 215-972-2775
 
Karen J Basu

Karen J Basu

Associate Financial Representative

 

 

 

 
Lori Passehl

Lori Passehl

Practice Manager

Please contact me so we can begin planning the life you desire.

passehl-financial@nm.com

215-981-1314

 
Sierra A Froilan

Sierra A Froilan

Client Service Representative

215-981-1314

 

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck