Joseph James Depascale

Employer firm

Total Financial Management, LLC CRD 287489

$90.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → Present
  Total Financial Management, Llc
  New Castle, PA
• 01/1993 → Present
  Cmfs & Associates, Llc
  Poland, OH
• 02/2011 → 03/2017
  Farmers Trust Company
  Poland, OH

Other Businesses

1) Mr. DePascale is the sole owner of Joseph J. DePascale, CPA, CFP ® , AIFA ® , CMFS & Associates, LLC an Ohio based Public Accounting Firm. The firm handles an array of clients. The accounting practice represents approximately 50% of Mr. DePascale's time. 2) Mr. DePascale is a co-owner of a real estate holding company, M. A. J. Realty, LLC, organized in the State of Ohio. Mr. DePascale receives no compensation from this entity.

Designations

• Certified Financial Planner
• Personal Financial Specialist