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Episode 122: Forming Strong Client Relationships

Ray Castaldi of Castaldi Financial Solutions

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.

Episode 122: Forming Strong Client Relationships Amy Webber and Ray Castaldi
Episode 122: Forming Strong Client Relationships

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/

About Cambridge Stronger

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. 

The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.

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