Sara Casale (CRD# 6596420) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portland, ME and has over 7 years of experience in the finance industry. Sara Casale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2866380
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Financial Planning, LLC | Portland, ME | Jan 2021 - Current | 3 |
| Atlas Private Wealth Management | Albany, NY | Jun 2019 - Dec 2020 | 1 |
| The Ayco Company LP | Latham, NY | May 2014 - May 2019 | 5 |
| U.s. Senate, Office Of Kirsten Gillibrand | Rochester, NY | Aug 2013 - May 2014 | < 1 |
| Suny Geneseo | Geneseo, NY | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- ME
- NH
- TX
-
Total Assets Under Management306MILLIONS
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Total Number of Accounts934ACCOUNTS
-
Average Account Value$327,675
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, MA, ME, NH, TX
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