SimplePath Retirement is an independent financial firm serving clients throughout Florida and the north east. We have developed our business by reaching out, nurturing and maintaining close, trusted relationships with each of our clients and the business community as a whole.
As an independent financial firm, we are dedicated to personalized service with uncompromising integrity. Our focus is on comprehensive, tax-advantaged strategies that provide sound preservation of capital, reliably growing income, and potentially increased returns with reduced risk.
SimplePath’s mission is to:
*Complete estate planning services require the assistance of an experienced attorney specializing in this area. We can help you with the financial tools you may wish to consider to help fulfill your estate plan design.
Celine J. Pastore, CRPC® is the founder of SimplePath Retirement, as well as its affiliate, Women’s Wealth Advisor. She brings more than 20 years business experience to her clients and has spent several years providing advice and training to financial professionals from all around the country on building suitable and ethical business practices. She has worked directly with all levels of financial practices, from CEOs of Wall Street firms and hedge fund companies to local independent advisors and insurance agents.
Celine holds a Series 65 securities license acting as a fiduciary in all states and a life and health insurance license in Florida. She is the president-elect of the National Association of Insurance and Financial Advisors (NAIFA) for North Suncoast, and is also an active member of the Tampa Bay Business Owners Association and Working Women of Tampa Bay.
Outside of work, Celine loves nothing more than entertaining friends and family, golfing, dancing and spending time on the beach with a good book (under an umbrella). She also loves traveling around the world visiting her very large family (she has more than 100 first cousins!), and is in the process of co-authoring a three-generational book with her mother, Celine, and daughter, Nicole.
Celine lives in Palm Harbor, Florida with Frank, her husband of 25 years. They have two wonderful grown children, Nicole and Anthony. They are also blessed to have Celine’s mom living with them, as well as their two cats, Amber and Sassy.
Celine hosts her own weekly talk radio show, Women’s Weath Radio, on both AM 860 The Answer and AM 1380 The Biz. She has also appeared numbers times as a guest speaker on peer advisors shows around the country discussing her expertise in Social Security planning, amongst other topics.
As Chief Strategist, Mr. Sorrentino supports the develop and implementation of investment strategies for our clients. He works closely with the CIO to determine the target allocations to various investment vehicles and sectors given the direction of the global economy and market activity. Prior to joining Global Financial Private Capital, Mr. Sorrentino was a Vice President at Barclays Capital and worked at Sanford C. Bernstein with responsibility for a number of research areas. Mr. Sorrentino received his MBA from the University of Chicago and holds the Chartered Financial Analyst® designation.
Ed has 20 years investment management experience as Senior Portfolio Manager at Legg Mason Wood Walker and Vice President at Raymond James Financial Services. He received a BA with Honors from Albion College in 1993.
Mark has 15 years investment industry experience and oversees all trading and security execution services for Aviance. Prior to Aviance, he worked with Chris Bertelsen as Head Trader and Portfolio Analyst on the Value Equity Team at Phoenix Investment Counsel. Mark received a BA from Trinity College.
Mike has 24 years of business management experience; 8 within the investment industry. Prior to Aviance has was a director of Vega Group, PLC. He holds a BS in Engineering with Honors from The University of Bradford, England.
As President, he is responsible for leading the Company's strategy, financial planning operations and business units, and working closely with the CEO to direct the vision of the company. He is co-founder of Global Financial Private Capital, LLC and GF Investment Services, LLC.
Mr. Frazier is a CERTIFIED FINANCIAL PLANNER™ professional 1, Chartered Financial Consultant, and a Member of the CFA lnstitute 2. In 1989, he received his Bachelors of Science Degree in Finance with a minor in Actuarial Science from the University of Florida. Immediately after receiving his Bachelor’s degree, he began his career with a large financial services firm, but soon realized the many limitations of being a single line financial advisor. He is also a member of the Financial Planning Association (FPA) and the Society of Financial Service Professionals (SFSP).
Throughout his career, Mr. Frazier has achieved a high level of recognition. On June 18, 2001, Mr. Frazier achieved national recognition as “Best Practice” by the Journal of Financial Planning, the official publication of the Financial Planning Association.
In 2013, after nine years as a Board Member, he was named Chairman of the Board of the Ear Research Foundation. He is also a partner with the Economic Development Corporation for Sarasota County and was a featured financial professional in the 2008-2009 Community Profile created for the Gulf Coast by the EDC. In addition, Mr. Frazier’s participation in the EDC extends to include his membership in the Financial Services Cluster Board - promoting and strengthening collaborative and educational resources for businesses and individuals.
Mr. Frazier is a native Floridian residing in Lakewood Ranch with his wife and three children. He enjoys tennis, golf, snow skiing, reading, and mountain and road biking.
¹ The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
² Promoting the highest ethical standards and offering a range of educational opportunities on line and around the world, the CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations. Professionals earning these designations adhere to codes of ethics, compliance procedures, and ongoing education requirements in addition to the strict requirements of the SEC and FINRA.
Mr. Barnett has played a key role in building the Global Financial team for more than twelve years. As one of the firm’s Certified Financial Planning Professionals ™, he has contributed to the development of our Financial Planning Department. In addition, he is a contributing member of Global Financials Investment Committee. He currently provides coaching and advisory services to a select group of families in Southwest Florida and throughout the country.
Prior to joining the company he developed his expertise as an institutional fixed-income portfolio manager and senior managing director in the insurance industry. Mr. Barnett has successfully managed over $2 billion of assets during his career, including many high-profile U.S. and international public and private pension plans. In addition, he has managed several highly rated mutual funds both onshore and abroad.
He holds a Master of Business Administration degree, with an emphasis in Finance and International Economics, from Rutgers University, and a Bachelor of Science degree in English Literature and Computer Science from Washington University.
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SimplePath Retirement, LLC is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Your Insurance Professional and Registered Investment Adviser is not permitted to offer, and no statement contained herein shall constitute tax, legal or Investment advice. You should consult with a legal or tax professional on any such matters.
Investment advisory services offered through Global Financial Private Capital LLC, an SEC Registered Investment Advisor.