Sara Anne Casale
Investment adviser representative at Cornerstone Financial Planning, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$400.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Cornerstone Financial Planning, LLCJan 2021 to now
- Rover.comJun 2024 to Dec 2024
- Atlas Private Wealth ManagementJun 2019 to Dec 2020
- The Ayco Company LPMay 2014 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (ME, NH, TX).
Cornerstone Financial Planning, LLC
$400.7MAssets managed
247Clients
7Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6596420
- Firm CRD
- 129656