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Raphael J Castaldi, 7022 Gardner Dr, Westerly, RI 02891

Raphael Castaldi Phones & Addresses

22 Gardner Dr, Westerly, RI 02891    401-5967376    401-5968221   

Westbrook, CT   

New London, CT   

22 Gardner Dr, Westerly, RI 02891    401-5967376   

Social networks

Raphael J Castaldi

Linkedin

Work

Company: Multi-financial securities Nov 1993 to Jan 2002 Position: Registered representative

Education

School / High School: Providence College 2009 to 2013 Specialities: Theological Studies

Skills

Wealth Management • Retirement Planning • Public Speaking • Estate Planning • Financial Coaching • Investments • Insurance • Retirement • Financial Planners • Mutual Funds • Finance • Financial Services • Securities • Leadership • Strategic Planning • Management • Wealth • Disability Insurance • Long Term Care Insurance • Financial Goals • Investment Advisory • Coaching • Long Term Care • Retirement Income Strategies

Ranks

Certificate: Chartered Financial Consultant (Chfc)

Industries

Financial Services

Mentions for Raphael J Castaldi

Career records & work history

License Records

Raphael J Castaldi

Licenses:
License #: EMT06940 - Expired
Category: Emergency Medical Services
Issued Date: Nov 10, 2013
Expiration Date: Dec 31, 2015
Type: Emergency Medical Technician

Raphael Castaldi resumes & CV records

Resumes

Raphael Castaldi Photo 9

Founder And President

Location:
Westerly, RI
Industry:
Financial Services
Work:
Multi-Financial Securities Nov 1993 - Jan 2002
Registered Representative
John Hancock Financial Services Sep 1979 - Jan 1993
Registered Representative
Castaldi Financial Solutions Sep 1979 - Jan 1993
Founder and President
Education:
Providence College 2009 - 2013
Quinnipiac University 1972 - 1976
Bachelors, Bachelor of Science, Marketing
Quinnipiac University - School of Business 1972 - 1976
Bachelors, Bachelor of Science, Marketing
Guilford High School 1972 1971 - 1972
Central Catholic High School - Allentown, Pa 1969 - 1970
Skills:
Wealth Management, Retirement Planning, Public Speaking, Estate Planning, Financial Coaching, Investments, Insurance, Retirement, Financial Planners, Mutual Funds, Finance, Financial Services, Securities, Leadership, Strategic Planning, Management, Wealth, Disability Insurance, Long Term Care Insurance, Financial Goals, Investment Advisory, Coaching, Long Term Care, Retirement Income Strategies
Certifications:
Chartered Financial Consultant (Chfc)
Chartered Life Underwriter (Clu)
Pace (Professional Achievement In Continuing Education)
Five Star Wealth Manager Award

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