My journey is about providing individualized service to each client. I believe that you must understand a person to be able to properly plan for them. I am a 2016 Spirit of Cambridge Award winner. Advisors are honored with the Spirit of Cambridge Award for their steadfast dedication to serving their clients with integrity, commitment, flexibility, and kindness. I enjoy skiing, golfing, kayaking, and spending time with my family when I’m away from the office.
Castaldi Financial Solutions is located in a beachfront town on the south shore of Rhode Island named Westerly. I founded our firm in 1993 with the mission to help each client realize financial confidence through personal goal setting and thoughtfully constructed strategies. I draw upon my financial services experience of more than thirty-five years to help serve clients in retirement income planning and wealth management.
We are a comprehensive financial services firm committed to helping our clients in their pursuit to improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering a high level of personalized service. Our team places great value in establishing enduring relationships with our clients, so we are dedicated to learning about each individual and what is important to them. After carefully identifying the client’s aspirations, we then work with them to create clear, lifelong plans so they can live more fully and without the constant worry that the ever-changing financial environment can create.
We provide understandable financial coaching to our clients – offering clear direction to busy people. Our services also include comprehensive retirement income planning for clients preparing for or in retirement. This process focuses on all retirement income sources like pensions and Social Security, while setting up an agreed upon strategy in order to minimize taxes. We believe that retirement is a time to relax and let your preparation leave you unburdened by financial issues.
We enjoy supporting our clients and their families in their endeavors to reach their dreams, goals, and expectations.
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Ray Castaldi, CLU®, ChFC®, Founder and CEO – Castaldi Financial Solutions. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Castaldi Financial Solutions and Cambridge are not affiliated.