Sara CasaleCRD Number: 6596420
Current Firm: Cornerstone Financial Planning, LLC
Sara Casale (CRD# 6596420) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portland, ME and has over 5 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
Charter Oak Capital Management
|Cornerstone Financial Planning, LLC||Portland, ME||Jan 2021 - Current||< 1|
|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|
|The Ayco Company LP||Albany, NY||May 2013 - Aug 2013||< 1|
|Geneseo, NY||Aug 2012 - May 2013||< 1|
|Mintz Levin Cohn Ferris Glovsky And Popeo||Boston, MA||Jun 2012 - Aug 2012||< 1|
|U.s. House Of Representatives, Office Of Kathleen Hochul||Greece, NY||Sep 2011 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2016|
Total Assets Under Management238MILLIONS
Total Number of Accounts747ACCOUNTS
Average Account Value$318,121
- 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)
- Educational seminars/workshops
FL, MA, ME, NH, TX
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