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. https://www.castaldifinancial.com/
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Cambridge and Castaldi Financial Solutions, Inc. are not affiliated.
Cambridge offers several multi-asset and equity SMA strategies focused on ESG or socially responsible investing.
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Executive Chairman, just wanted to build something wonderful.