John Caserta Email & Phone Number

North Haven, Connecticut, United States

As a leading Chartered Financial Consultant with a Master's in Financial Services and a highly sought-after authority on personal finances, I have a passion for educating people about "all-things-money". In addition to regularly appearing on Good Morning Connecticut on WTNH, I have been featured in and authored articles in numerous publications, including The Wall Street Journal, US News & World Report, Business Insider, and Advisors Magazine. I love to travel throughout the country, educating thousands on how to take control of their personal finances and have spoken at numerous universities, including Yale, Sacred Heart, UConn, Vassar, and Ohio State. In addition to serving as an At-Large Delegate for the Yale Board of Governors, I serve as President of the Yale Club of New Haven and am the recipient of the Leadership Award for Volunteer Innovation & Service by the Yale Alumni Association. As a professional speaker, I have been offering my seminar series since 2006. I can speak on a number of topics that include but are not limited to retirement planning, estate planning, investments, tax strategies, protection planning, and college funding. I am passionate about educating my audience and have an "educate and empower" philosophy when it comes to my speaking engagements. Please contact me for more information at jcaserta@caserta-dejongh.com.My wife, Adriana, and I live in North Haven, CT, with our dog Theo. In my spare time, I like to play the trumpet, as well as fly planes. I also speak fluent Italian. My licenses currently include Series 7, 66, Life, and Health.Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise having to do with investment or advisory services.2449835TM_Mar21

This solution is designed for clients that have specific questions about financial planning topics or strategies that we can help implement but are not quite ready for our Wealth 360 Solution.This is a great way for our clients to get used to our process and see the value that we bring when it comes to helping with their financial goals.

Trying to piece together a plan on your own with advice from different professionals who have never met each other can be a frustrating and time-consuming process. And knowing if you're on the right track can be nearly impossible.Our solution is designed for clients who desire a single source for the creation, implementation, and management of a holistic financial plan that integrates and coordinates the recommendations of all new and existing advisors.

Sometimes just getting started is the hardest part. Where do you even begin to get your financial life in order? We help design a custom financial plan that will give you what you need to control your own financial future and implement our plan at your own pace. We understand that it can be an overwhelming process to just get started and we want to give you a roadmap that will help get you on the right path.

New Haven, Connecticut

New Haven, Connecticut

New Haven, Ct

Reported on trends and breaking news in primary and secondary credit markets.

Ba, Italian

Activities and Societies: Yale University Concert Band, Yale University Jazz Ensemble

Chartered Financial Consultant, Finance And Financial Management Services

Education record

Masters Of Science, Financial Services