Meet Beryl and Pace

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Beryl E. Sorscher, CFP®, CRPS®

Senior Financial Advisor
Senior PIM Portfolio Manager
Phone: 845.639.7276
Email: beryl.sorscher@wfafinet.com

For over 25 years, through vastly different market conditions and cycles, I have counseled my clients and endeavored to grow their assets. For almost 20 of those years, I have held the prestigious CERTIFIED FINANCIAL PLANNER™ professional designation.

My investment philosophy sets out to achieve returns conveniently and prudently using a conservative, well defined and disciplined methodology. My advice is personalized to each individual, and I create custom portfolios that reflect each of his or hers needs and comfort level. Whether the client is focused on building their wealth, transitioning to retirement or receiving monthly income, I strive to help them in the same convenient and responsible manner.

I make every effort to be personally available to clarify, demystify and explain the complexities of the financial world, offer meaningful advice, and to be sure we are consistently on the right track together.

My Experience

• 1995 - 2000 : Prudential Securities

• 2000 - 2009 : PaineWebber/UBS

• 2009 - Present : Wells Fargo Advisors

My Education & Credentials

• Masters of Science- Johns Hopkins University

• College for Financial Planning

• Senior PIM Portfolio Manager

My Areas of Focus

• Advisory Services

• Business Services

• Estate Planning Strategies

• IRAs & IRA Strategies

• Retirement Planning


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Pace Sorscher

Financial Advisor
Phone: 845.639.7212
Email: Pace.Sorscher@wfafinet.com

Building relationships with my clients while making sure I understand their financial needs and goals is crucial to effective wealth management. Successful individuals, professionals and business owners turn to me to provide targeted and comprehensive financial advice in conjunction with their portfolio management.

With a background in emergency medicine, I have the opportunity to benefit society in dual roles. Blending the medical and financial fields enables me to uniquely understand and provide for the needs of the medical community as well as all other high net worth individuals.

My Education & Credentials

• Bachelor of Individualized Studies - Fairleigh Dickinson University

My Areas of Focus

• Estate Planning Strategies

• IRAs & IRA Strategies

• Retirement Planning