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.
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.
We are 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.
Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. Simple Retirement, LLC and Global Financial Private Capital, LLC, are not affiliated.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits, guarantees or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
National Ethics Association (NEA) members pay for membership. The NEA does not provide any guaranteed assurance or warranty of the character or competence of its members. You should always do your own due diligence when making financial decisions.