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Tony Y. Pao, CLF®

Financial Adviser


CA Insurance License #0F21244

With over 15 years in the financial services industry, Tony spent most of those years training and coaching new advisers on how to best serve their clients and communities. Today, he is fulfilling his true passion by helping clients one-on-one and guiding them on their path to financial success. As a United States Air Force Veteran, Tony has brought the same core values of “Integrity First, Service Before Self, and Excellence in All We Do” to his business and the practice. He brings a simplified and logical approach to the planning process that lets people feel at ease when talking about their financial situation, taking the stress out of the process.

Favorite Quote

"I feel the need – the need for speed" – Top Gun (1986)

Some of my favorite things

  • Traveling with my wife and fur baby

  • Working on cars

  • Martial arts

To gain insight into progress toward your financial goals, simply enter a few basic details about your current financial situation through the link below.
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Our Location


801 International Parkway, 5th Floor
Lake Mary, FL 32746

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Phone: (407) 768-4840
info@paoerhouse.com

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Disclosure

Alexa Pao is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, GA, IN, MD, MO, NC, NJ, OH, PA, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Alexa Pao is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 801 International Pkwy Fl 5, Lake Mary, FL, 32746, 407-768-4840. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, GA, MD, MO, NC, NY, PA, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Alexa Pao is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, GA, MD, MO, NC, NY, PA, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Paoerhouse Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Paoerhouse Financial Group nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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