What is Cfp Jason Castaldi email address?

Cfp Jason Castaldi's primary email address is *********@charteroakfinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Jason Castaldi work for?

Cfp Jason Castaldi is a Managing Director at Charter Oak Financial, a company specializing in Monetary Authorities-Central Bank.

Where Cfp Jason Castaldi graduated from?

Cfp Jason Castaldi holds a degree in Finance, Accounting from Marist College.

How can I directly contact Cfp Jason Castaldi?

To contact Cfp Jason Castaldi directly, you can use the email address *********@charteroakfinancial.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Jason Castaldi?

Jason Castaldi is a seasoned financial services professional with over 18 years of experience in wealth management and financial planning. Currently serving as Managing Director at Charter Oak Financial, he emphasizes honesty, transparency, and empowerment in his client relationships. His diverse client base includes entrepreneurs, professional athletes, and corporate executives across various industries. With a strong educational foundation in finance and accounting from Marist College, Jason is well-equipped to navigate complex financial landscapes. He is licensed to sell insurance in multiple states and offers a broad range of investment advisory services. His approach combines a dedication to process and education, ensuring clients are informed and empowered to make financial decisions. Jason's commitment to long-term relationships is a cornerstone of his practice, making him a trusted advisor in the financial community.