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Sara Casale (CFP®)

Sara Casale focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

At Cornerstone Financial Planning, we find that fostering meaningful engagements allows us to best understand your values, goals, and what is most important to you. Our relationship with you is the cornerstone of our business as we act first and foremost on your behalf, working together to achieve financial peace of mind.

One of the most rewarding aspects of assisting our clients is witnessing their experience of wellbeing that comes with knowing they are making good decisions and are wise managers of their resources. As you begin to recognize some of the forces that affect your wealth and understand what you want your money to do for you, our conversations become more meaningful and our partnership even more effective.

Securing your future – family, health, job, and leisure – requires a plan and a complete picture of the financial possibilities for today, tomorrow, and into the future.

Additional Information

Sara earned her Bachelor of Arts in Political Science from the State University of New York at Geneseo where she also minored in Philosophy.

NAPFA Start Date

May 04, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

38 Union Wharf Portland, ME 04101-4607 Phone: (207) 772-8133 Fax: (207) 772-8139
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