Alex Casella

About Alex Casella

Today\'s economic environment has many thinking about their financial future and expressing concerns about their finances. Especially healthcare and wellness professionals, including APRNs, Physicians, Nurse Practitioners, Licensed Clinical Social Workers, and Licensed Professional Counselors (to name a few). Wondering whether they’re saving enough money and if their current plan is going to allow them to live comfortably in retirement without running out of money. As such a professional, do you have specific questions like:* Am I putting my money in the right places?* How do I preserve my retirement fund from market fluctuations?* How would a disability affect my retirement plans?* Could I potentially outlive my retirement savings?* Have I done enough to protect my family members throughout their lives?Many people today aren’t 100% sure of what they have or if they’re taking full advantage of the benefits currently available to them.Deciding where to put hard-earned money when it comes to comparing debt, savings, and which types of insurance you need can be challenging. Many of the Professionals I work with are so immersed in their day-to-day tasks that their own finances get overlooked. Our process is designed to help reduce stress and anxiety surrounding finances, and to help individuals feel more confident about their financial future. The process starts out with a basic conversation to learn what\'s important to you. Whether you need help with one thing, or everything, we\'re here to help create a plan to get you on the path toward financial independence. So you can continue to focus on empowering communities throughout the world!Education is the foundation for our process - meaning our vision goes beyond products as solutions and emphasizes education as the basis for coordinating all financial decisions. I invite you to schedule a 15-minute session to discuss your finances and thrive in the “new normal.” The session is interactive and fun. Most importantly, you will get real-time, actionable guidance to guide your financial success. Use the following link to schedule your session now: https://calendly.com/casellapersonalfinance/15mininutecomplimentary

Experience

1. Managing Director Financial Planner

   Casella & Associates

   Apr 2018 — Present · Branford, CT, US

   While I work with many types of professionals, I enjoy working with helping professionals (Clinical Therapists, APRNs, Social Workers, First Responders, Academic Professionals, et) to help them organize their finances, protect their wealth, understand their retirement options, and prepare for their future.I help such professionals who find it challenging to have the time to learn about managing finances. I’ve worked in the financial services industry since 2009 and recognize the specific needs of these professionals. Outside of my role as a financial professional, I am an emeritus professional and collegiate soccer referee. I have officiated soccer for over 20 years and reached the professional and Division One college level. I have since retired from my role as a high-level soccer official to focus on my family and my clients.I enjoy spending time with my family and friends. I currently live in North Branford, CT, with my wife, Jessie, our son, Nico, our two cats, Drake and Daphne, and our dog Denali. I am passionate about food; I enjoy cooking and trying new things! My wife and I are outdoor enthusiasts and enjoy running, hiking, skiing, biking, and kayaking. I am also passionate about helping others and participating in various volunteer and fundraising activities, including my alumni association and my local Rotary International Club.LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA / SIPC 80••••••37, Casella & Associates is unaffiliated with HTK.84•••69RG_Oct27

Education

• Southern Connecticut State University

  Business

  2004 — 2007

• Charter Oak State College

  Bachelor's degree, Business Administration, Small Business Concentration (Graduating with Honors)

  2017 — 2019

Skills

• Personal Finance