Robert Casale
Areas of Expertise
Qualifications & Experience
- 12+ Years in Wealth Management Industry
- B.A. Economics, Statistics, Psychology at Rutgers University
- Chartered Retirement Planning Counselor (CRPC)™
- Series 7 License, Series 66 License, Life and Health Insurance Licenses
Media
Words to Live By
Client Experience Professionals
Team Members
About
Over the past 12 years, Robert has provided comprehensive financial planning and investment management solutions to high-net-worth families, business owners, and corporate retirement plans.
As a wealth advisor, Robert’s mission has been dedicated to building long-lasting client relationships by effectively helping his clients achieve their financial goals through a holistic and consultative approach to wealth planning. This enables him to effectively evaluate a client’s financial situation and identify needs, then develop customized wealth management solutions to help obtain financial goals, while committing to providing outstanding service, ongoing support and guidance. He provides investment analysis, retirement planning, tax-minimization strategies, insurance evaluation, and estate planning services for all of his client’s.
Prior to Farther, Robert spent significant time advising clients at J.P. Morgan and Merrill Lynch. In his spare time, he is an avid golfer, enjoys spending time with his family, and contributing to local philanthropic causes.