Sara Casale, financial advisor Portland ME

Sara Casale

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Google 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
Contact Info for Sara A. Casale
Phone Number: 603-431-1133
Registered State(s):
  • ME
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    238
    MILLIONS
  • Total Number of Accounts
    747
    ACCOUNTS
  • Average Account Value
    $318,121
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, MA, ME, NH, TX

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