Sophia Pasquariello, associate financial planner at Clarity Wealth Advisors in South Easton, Massachusetts

Focused on Your Goals

Sophia PasquarielloClient-First Financial Planning

Associate, Financial Planner

An associate financial planner who works hard to understand what matters to you and help you pursue it, bringing curiosity, care, and genuine interest to every conversation.

Schedule a conversation Call 401-287-3286

AssociateFinancial Planner

Client-FirstAdvice built around your goals

CuriousCommitted to continuous learning

LocalServing Southeastern MA

TeamPart of Clarity Wealth Advisors

Meet Sophia

Sophia Pasquariello found her calling in financial planning, and she brings real energy to helping clients move toward what they want most.

Sophia first stepped into the industry in a support role, and the more she saw of the work, the more she wanted to sit across from clients and make a direct difference in their lives. That pull led her to become an associate financial planner, where she can put her curiosity and care to work for the people she serves.

She is a devoted, lifelong learner. Sophia enjoys researching planning strategies and picking up insight from both her colleagues and the clients she meets, and she works with a wide range of people and situations. What she values most is getting to know each person's story and the journey that brought them here, because that understanding shapes better guidance.

Away from the office, Sophia keeps active with yoga and boxing, loves to travel, and treasures time spent with family and friends.

Services Sophia Provides

Approachable, attentive support that starts with your story and turns it into practical next steps you can feel good about.

Comprehensive Financial Planning

Helping you see the whole picture and shape it into a plan that fits your life and priorities.

Getting Organized

Bringing accounts, goals, and paperwork together so you finally know where everything stands.

Retirement Planning

Mapping the road to retirement and the income choices that will support the life you want.

Wealth Management

Investment guidance connected to your goals and revisited as your circumstances shift.

Tax Planning

Keeping an eye on taxes as part of your plan so you hold on to more of what you earn.

Ongoing Support

A steady point of contact who checks in, answers questions, and keeps your plan current.

Communities Sophia Serves

Sophia works with clients across Rhode Island and the surrounding communities, connecting in person and through secure video and phone, whichever is easier.

Warwick

East Greenwich

Barrington

Glocester

Cumberland

Lincoln

North Smithfield

Smithfield

Ready for a clearer plan?

Have a goal in mind or just want to get organized? Sophia would love to hear what you are working toward. Reach out for a warm, no-obligation conversation.

Schedule a conversation

Prefer to talk now? Call 401-287-3286 or email sophia.pasquariello@prudential.com

Frequently Asked Questions

What does Sophia Pasquariello do at Clarity Wealth Advisors?

Sophia is an associate financial planner at Clarity Wealth Advisors. She works closely with clients to understand their goals, help organize their finances, and support the planning process, always leading with curiosity and a genuine interest in each person's situation.

What is Sophia Pasquariello's approach to financial planning?

Sophia starts by listening. She takes time to learn your story and what you are working toward, then brings a curious, well-researched perspective to the guidance she offers. She is a committed lifelong learner who draws on insight from her colleagues and clients to keep improving how she serves the people she works with.

Who does Sophia Pasquariello work with?

Sophia enjoys working with a wide range of people and situations. She is a natural fit for clients who want an approachable, attentive planner to help them get organized, set clear goals, and feel more confident about the steps in front of them.

Where is Sophia Pasquariello located and what areas does she serve?

Sophia works from the Clarity Wealth Advisors office at 448 Turnpike Street, Suite 1-G-A, South Easton, MA 02375. She serves clients across Southeastern Massachusetts and the nearby Rhode Island line, including South Easton, Norton, Attleboro, Mansfield, Foxborough, and Taunton, and meets by video and phone when preferred.

What can I expect when I first meet with Sophia?

The first meeting is a relaxed conversation with no pressure. Sophia will ask about your goals, listen to your story, and answer your questions, so you leave with a clearer sense of where you stand and what a plan could look like. There is no obligation to move forward.

How do I contact or schedule with Sophia Pasquariello?

You can request a meeting through the contact link on this page, call Sophia directly at 401-287-3286, or reach the office at 508-219-0301. You can also email sophia.pasquariello@prudential.com, and she will follow up to set a time that works.