Sara Casale
CFP®
Cornerstone Financial Planning, LLC
Financial Planner
Sara Casale
CFP®
Cornerstone Financial Planning, LLC
Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Sara Casale, CFP®
Fee-Only financial planner located in Portland, ME, serving clients locally and across the country
Sara Casale is a Portland, ME fee-only financial planner serving clients locally and across the country. Cornerstone Financial Planning, LLC provides comprehensive financial planning, investment management, and divorce planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Sara Casale is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Sara Casale, CFP® is a CERTIFIED FINANCIAL PLANNER™ Practitioner. Prior to joining Cornerstone, Sara was an Associate Wealth Advisor and Senior Financial Planning Analyst at Atlas Private Wealth Management. Prior to Atlas, she was an Executive Compensation and Benefits Analyst at Ayco, a Goldman Sachs Company. Sara earned her Bachelor of Arts in Political Science from the State University of New York at Geneseo where she also minored in Philosophy. Sara is based in our Portland, Maine office, and provides financial planning services to our clients.
A lifelong resident of New York State, Sara decided it was time for an adventure and moved to Portland at the end of 2020. Outside of the office, she and her dog Zooey can be found exploring their new city and finding new favorite restaurants and breweries around town. Coming from a big Italian family always gathering, or rather gathering around good food, is her happy place.
Professional licenses and memberships:
- CERTIFIED FINANCIAL PLANNER™ Certificant
- NAPFA Registered Financial Advisor 2021
Sara Casale is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
A Different Approach to Financial Freedom
Welcome to Cornerstone Financial Planning where you’ll find our individualized approach delivered by a team of experienced financial professionals. Benefit from our personalized financial strategies and thoughtful advice to address your changing needs and circumstances. With clarity of your financial picture you can be free to enjoy your wealth and move toward more confident decision-making.
We work in your best interest with the experience and proficiency to provide a total financial solution for you and your family. Develop confidence through our long-term approach with realistic and objective advice to bring stability and a higher quality of life.
Working Together to Reach Your Goals
Your goals are our goals; your success is our success.
Working together begins with an initial meeting at no cost to you. We ask that you complete and bring our Questionnaire to this meeting, at which you can expect to spend up to an hour with us in a relaxed and comfortable setting. You will have the opportunity to become acquainted with our firm, our philosophy and learn how you might benefit from our services. We welcome the chance to get to know you, to understand your objectives, and explore ways to achieve them.
At Cornerstone, we hope you will find an environment that engenders your trust and a supportive partnership in attaining your goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Sara Casale is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Sara Casale is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Sara Casale is a Money Quotient Trained Financial AdvisorMoney Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.
Contact Sara Casale
Office Locations:
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38 Union Wharf
Portland, ME 04101
