Our Qualifications

 

 

 

 

   

 Raphael (Ray) Castaldi, CLU, ChFC



  • Founder and President of Castaldi Financial Solutions, Inc. 
  • Registered Representative Cambridge Investment Research
  • Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC)
  • BS degree Marketing  from Quinnipiac University, Hamden, CT 1976
  • 31 years experience in Financial Services Industry 


 Linda LaMedica



  • Receptionist/ Administrative Assistant/ Client Relationship Manager
  • Paralegal
  • Notary Public
  • Graduate Foxlane High School
  • Attended Becker Junior College
  • 27 years experience in Legal/Probate/ Estate Planning field


Joseph Castaldi



  • Information Systems Technician
  • Student, Rhode Island College class of 2012, Computer Information Systems