Ray Castaldi is the founder and CEO of Castaldi Financial Solutions, Inc. in Westerly, Rhode Island. He received his bachelor’s in marketing from Quinnipiac University, and is a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). Serving his clients for over 40 years, Ray strives to help his clients retire with a tax efficient income stream, as well as develop genuine relationships with his clients. With extensive experience working with local emergency services, he loves giving back to his community. In his free time, Ray enjoys riding bikes with his wife and spending time with his children and grandchildren.

Castaldi Financial Solutions, Inc. is located in Westerly, Rhode Island, and specializes in retirement income planning, 401(k) rollovers, and personal financial coaching, creating customized plans for their clients that are designed to set them up for success in retirement. Ray and his office manager, Christine, set out to help their clients achieve financial confidence through goal setting and strategy development, allowing clients to live their life and reach their goals.