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This is more than a group of people.

A team works together to make a positive impact.

Bob DePasquale Photo Bob DePasquale Hover Photo

Bob DePasquale

Founding Partner

BOB@INITIATEIMPACT.COM


Welcome to the Initiate Impact webpage.  Your presence is greatly appreciated.  I hope that you find the information you seek. 

I decided to start Initiate Impact because I felt that not every potential customer was of value to financial services companies.  Because of that, people could not find the information they needed.  After 11 years working in the space, I was deeply troubled.  It was only getting worse as time drew on.  I needed to address the problem.

People have asked me, "When did you come up with the idea of Initiate Impact?".  While I can't pinpoint an exact date, I know the reason had been brewing for a decade.  Eventually, I knew it was time to take action.  Now, I am intently focused on acknowledging everyone's desire for information, helping people get the what they need, and partnering with purpose driven families to make a positive impact in the world. 

I studied Broadcast Journalism in graduate school at the University of Miami.  Upon graduation, I worked in the radio industry and enjoyed the broadcasting side of the business.  I didn't enjoy the "business" side of the business.  This led to a move to the insurance and investments world.  I had an enjoyable and extremely educational 11 years working for a large company.  I owe all of my experience and expertise to that 11 years of employment.  They taught me much of the information that people need, but limited my ability to share it.  It was incredibly inspiring and motivational.

I am determined to make impact an enjoyable and attainable goal for people of all life situations.  My impact is fostering impact.

I live with my wife (Trisha) and our cat (Kobe) in Weston, FL.  We love exercising, traveling on mission, exploring the world, and developing positive relationships with the youth from our church family (St. Paul in Weston).  Trisha and I met on a mission trip and our relationship is built on our faith and communication.

Please contact me if you have questions about what I have shared or anything else on the site.

Quick Questions

If you could travel to anywhere in the world immediately, where would it be?
Australia.  I have always wanted to go there and if "immediately" means I don't have to take the long flight, I'm sold.

What’s the most likely place people could find you on a Saturday night?
If there is a sporting event on TV, the couch.  If not, hopefully some sort of social gathering.

Which do you prefer: a cold weather climate or a warm weather climate?
Warm, without hesitation.  I've always said that 75 degrees Fahrenheit is my ideal temperature.   Living in Florida, we are consistently within 15 degrees of that.  In Michigan, where my wife is from for example, it's frequently in the 20s during the winter.  That's 55 degrees from my ideal.  Enough said.

Imagine being approached by a genie who offers you three wishes. What might those wishes be?
#1. Unlimited wishes.  I'll give the next two away.

If you had the ability to travel back in time, what era would you go to?
The 70's.  I never met a discotheque I didn't love.


Designations

“Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”

Stacee Jacobs Photo Stacee Jacobs Hover Photo

Stacee Jacobs

Founding Partner

STACEE@INITIATEIMPACT.COM


I was born in Wyoming and raised to believe that success was determined by the amount of energy and effort you put forth for the benefit of others.  Helping your neighbor was a core value.

Many of us work everyday to help families make an impact and change the world for good.  Unfortunately, the world tells us to do the opposite.  After 15 years helping the people achieve their dreams and providing a clear vision of the future, I was inspired to help others live a life of impact.  If we work together, I know we can change our world, our children's world, and that for our children's children.  

My biggest desire when I leave this earth is for people to think of how they changed the future for the betterment of the next generation rather than the amount of money they made or saved.

My husband Dustin and I have been married for nearly 30 years.  We have two amazing adult daughters who have blessed us with incredible grand babies.  We love the outdoors, fishing, hunting, hiking, kayaking, and riding our motorcycle.  We enjoy the beauty that God created at every opportunity.


Quick Questions

If you could travel to anywhere in the world immediately, where would it be?
We would travel to London and Greece because that is our recognized heritage.

What’s the most likely place people could find you on a Saturday night?
You will find me at home enjoying my family and friends.

Which do you prefer: a cold weather climate or a warm weather climate?
Warm weather...though I do miss season and love visiting colder weather.

Imagine being approached by a genie who offers you three wishes. What might those wishes be?
More wishes...great idea but if not:

-prosperity, safety, and protections of our country

-prosperity, safety, and protection for my family

-safety, peace, and joy for myself

If you had the ability to travel back in time, what era would you go to?
Early 1900s.  In some ways time was harder.  In others, so much easier.  Can you imagine a time when people traded services for goods?


Designations

I am a Certified Private Wealth Advisor® (CPWA®) professional. The CPWA certification is an advanced professional education and certification program for advisors who serve high-net-worth clients.

Recently, the standards and education organization that oversees my certification changed their name, from the Investment Management Consultants Association® (IMCA®) to the Investments & Wealth Institute®.

Ask me for a brochure for an outline of what the CPWA certification is and what it takes to earn certification, including the four “E’s”: education, ethics, experience, exam.

What I would like to highlight to you is the Continued Competency aspect of my CPWA certification and my professional practice in general. Not only do I fulfill forty hours of continuing education credit hours necessary for my CPWA certification, but I also maintain (fill in additional certifications, designations, insurance, and/or securities licenses etc which may require even more education hours).

I welcome any questions you may have about my professional certifications like CPWA. If you would like to learn more about the international organization behind the certification, visit the website of the Investments & Wealth Institute www.investmentandwealth.org or for investor resources, www.investmenthelp.org.


I am a Retirement Management Advisor® (RMA®) professional. The RMA® certification is an advanced professional education and certification program for advisors who desire to serve their clients with the most sophisticated retirement management knowledge.

The RMA® certification is administered by the Investments & Wealth Institute®.

Please review this brochure, which outlines what the RMA® certification is and what it takes to earn certification, including the four “E’s”: education, ethics, experience, exam. What I would like to highlight to you is the Continued Competency aspect of my RMA® certification and my professional practice in general. Not only do I fulfill forty hours of continuing education credit hours necessary for my RMA® certification, but I also maintain (fill in additional certifications, designations, insurance, and/or securities licenses etc. which may require even more education hours).

I welcome any questions you may have about my professional certifications like RMA®. If you would like to learn more about the international organization behind the certification, visit the website of the Investments & Wealth Institute www.investmentandwealth.org or for investor resources, www.investmenthelp.org.


The Initiate Impact Story

Our company was formed because of the need for humanity to collaborate.  We are strong together.  Our founders, Stacee and Bob, believe that everyone has been given gifts that are uniquely qualified to make the world a better place.  It is impossible for any select few people to do everything.  Everyone can and should be involved.  

Stacee and Bob spent a combined 27 years listening to people talk about what was holding them back.  It was often a "financial hurdle".  They did their best to solve the problems, but often found that the solution was not monetary and that it would take more than their technical expertise.  The most successful and fulfilled people were part of healthy, supportive, and motivated families with intentions beyond their sum of money.

Something needed to change.  The first thought was to change the business model.  If the bottom line was not what would drive the model, what would?  It was the desire to do well with what was entrusted to them.  Unfortunately, the established system was based on specific products and services that are extremely valuable, but only when applied in the appropriate situations.  The most important need was determining what things to apply and where to apply them, not the products and services themselves.  

Initiate Impact was founded to identify how families can best steward their resources and help them execute their mission through a collaborative partnership process.  

The blue "i"s

Our logo is made up of two blue "i"s that double as partners reaching towards the same goal.  

The color blue is a symbol of inspiration, wisdom, and favor.  We believe that positive work is inspiring, wisdom should be shared, and other people deserve our favor, or support.  

The "i"s are working together to accomplish something great.  They motivate each other, share ideas, and are extremely kind.

We developed a system to provide advice that is uniquely relevant to each partnership that we have.  Stacee and Bob believe it is paramount that we act in the best interest of our partners so that each is provided with best information for their specific situation.  Generalities are not acceptable. 

We will strive to help all we partner with make the greatest impact they can with what they have. 

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