Our mission is to help you achieve a higher level of confidence through strategic personal goal setting and planning.
We dedicate ourselves to doing everything we can to ensure that you can live your life more fully by creating a clear financial plan designed to last a lifetime. To achieve this, we take the time to understand who you are and what makes you anxious. By doing this, we have the privilege of building a lifelong relationship with you.
At Castaldi Financial Solutions, Inc. offers retirement income planning and personal financial coaching services. We were founded in January 1993 by Raphael (Ray) Castaldi, we are located in Westerly, RI. Ray Castaldi is a Rep-Advisor and offers securities through Cambridge Investment Research, Inc., an Independent Broker-Dealer.
We have established meaningful long-term relationships with our clients for over 40 years, helping them take control of their lives by creating comprehensive retirement and financial planning solutions with us.
In today’s ever-changing world, individuals can’t remain on top of all the latest developments on Retirement, Education, Estate and Tax Planning, Special Needs Trusts, Investments, and more. Castaldi Financial Solutions, Inc. has a broad professional network of accountants, lawyers, investment advisors, and portfolio managers that help us keep on top of things for you. Together, with this network, we make sure all the bases are covered.
Founder and President
Ray Castaldi, Founder, and President of Castaldi Financial Solutions, is a dynamic and visionary leader with over 40 years of experience in the financial services industry. For the last 27 years, Ray has been an independent retirement...
Christine serves as the Client Service & Office Manager of Castaldi Financial Solutions. She coordinates client meetings, ensures accuracy and timeliness of all daily operations and provides exceptional client service & project support.
Castaldi Financial Solutions, Inc. serves clients as a personal financial coach by offering education and guidance that help you live your life more fully. We do this by helping you develop clear direction. This process will save you time from worry and allow you to spend that time with those you love!
We will help you evaluate your options and build a financial roadmap for you to follow throughout your lifetime! Contact us for a free consultation! Call today!
Wealth management is more than just “managing money”; it’s about thoughtful saving, investing, protecting, and creating income streams that enable you to live a life you love in the future.
Our process isn’t complicated or full of jargon you don’t understand.
No, instead, our process is all about you. Let us tell you how we do things by putting you first.