Tony Pampel, CFP®, CPWA®, CFS, CLTC True Life Financial Planning, LLC

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About Tony Pampel, CFP®, CPWA®, CFS, CLTC

Hi. I’m Tony Pampel, the founder of True Life Financial Planning. I’ve been helping clients in the insurance, investment and financial services industries for over a decade. Throughout that time, I’ve dedicated myself to becoming the best financial planner I can through rigorous study and improvement. I have come to realize that becoming a better advisor to my clients means more than just a higher level of technical proficiency. It means becoming a true guide to helping you determine what would really make a meaningful life, and then walking that path with you as you work to fulfill your dreams. That epiphany was the birth place of True Life Financial Planning.

My love affair with the financial planning profession started when I was very young. As I went through my teenage years, I was exposed heavily to personal finance as I watched my family work its way back from some earlier financial missteps. It was only while completing my undergraduate studies at Rhodes College in Memphis, Tennessee, that I realized the information I had gained over the last few years wasn’t common knowledge. I soon found myself helping friends with everything from accounting homework to their Free Application for Federal Student Aid (FAFSA) paperwork. I came out of that program with two invaluable blessings: the knowledge that I wanted to help people make responsible financial decisions, and more importantly my wife, Maude, who is now the loving mother of our two children, Emmie and Sam.

It wasn’t a perfectly straight path from there to where I am today, but it was one that I wouldn’t change. It took me into places that galvanized my beliefs about what financial planning should NOT be, every bit as much as what it should. It showed me that being the best financial advisor I can be means helping clients discover and live their own True Life.

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Ideal Clients

  • Business Owner
  • Entrepreneurs
  • Generation X
  • Parents
  • Working Families

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $100/mo
  • Flat Fee: $1,000
  • AUM: 0.75%

SEC Records

States Registered

  • Alabama
  • Louisiana
  • Texas

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