John Caserta
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John Caserta Email & Phone Number

Helping Mid-Career to Near Retirement Individuals Step On the Path to Financial Freedom | Creating Custom Financial Plans that Focus on Strategy, Not Product | Insurance & Retirement Planning at Caserta & de Jongh, LLC
Location: New York City Metropolitan Area, United States, United States 10 work roles 4 schools
2 work emails found @caserta-dejongh.com 2 phones found area 203 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email j****@caserta-dejongh.com
Direct phone (203) ***-****
LinkedIn Profile matched
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Current company
Role
Helping Mid-Career to Near Retirement Individuals Step On the Path to Financial Freedom | Creating Custom Financial Plans that Focus on Strategy, Not Product | Insurance & Retirement Planning
Location
New York City Metropolitan Area, United States, United States
Company size

Who is John Caserta? Overview

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Quick answer

John Caserta is listed as Helping Mid-Career to Near Retirement Individuals Step On the Path to Financial Freedom | Creating Custom Financial Plans that Focus on Strategy, Not Product | Insurance & Retirement Planning at Caserta & de Jongh, LLC, a company with 5 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at caserta-dejongh.com, phone signal with area code 203, and a matched LinkedIn profile for John Caserta.

John Caserta previously worked as Managing Director at Caserta & De Jongh, Llc and DIY+ Solution at Caserta & De Jongh, Llc. John Caserta holds Ba, Italian from Yale University.

Company email context

Email format at Caserta & de Jongh, LLC

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{first_initial}{last}@caserta-dejongh.com
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AeroLeads found 2 current-domain work email signals for John Caserta. Compare company email patterns before reaching out.

Profile bio

About John Caserta

In today’s economic climate, many people who are mid-career to near retirement are likely to be focused on their financial future more than ever. To ensure your future is bright, you need to have a plan. Sometimes, just getting started on the path to financial security is the hardest part. As you're looking at your financial plan, do you have questions like:* Do I have enough secure retirement income to last throughout my life?* How do I protect my retirement fund from market fluctuations?* How do I fully maximize my wealth potential?* What is the ideal age to take social security* How do I maximize my social security income?Answering these questions and getting started on a path to financial securities revolves around having a custom financial plan that focuses on strategy – not product – that helps you to achieve your goals no matter how simple or complex they are.At Caserta and DeJongh, LLC, we start the process with a conversation about what's important to you. Understanding your vision of financial success is key to putting together the right solution for you. So whether you need help with one thing or everything, we're here for you. That’s why we say it’s Our Knowledge. Your Vision.™If you need a new or adjusted financial plan, then let’s chat. Whether or not we decide to work together, I am confident that our call will be full of insights and actionable steps that can help you grow financially.Schedule a meeting:https://calendly.com/d/dr9-655-s6dContact me directly:(203) 272-9111 | jcaserta@caserta-dejongh.comLinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK employees, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org) / SIPC www.sipc.org. 187 Danbury Road, 2nd Floor, Wilton, CT 06897 - (203) 966-2636. Caserta & DeJongh, LLC is unaffiliated with HTK.3918310RB_Jan24

Listed skills include Finance, Financial Services, Public Speaking, Retirement Planning, and 4 others.

Current workplace

John Caserta's current company

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Caserta & de Jongh, LLC
Caserta & De Jongh, Llc
Helping Mid-Career to Near Retirement Individuals Step On the Path to Financial Freedom | Creating Custom Financial Plans that Focus on Strategy, Not Product | Insurance & Retirement Planning
north haven, connecticut, united states
Employees
5
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10 roles · 25 years

John Caserta work experience

A career timeline built from the work history available for this profile.

Managing Director

Current

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.

Jan 2015 - Present

Diy+ Solution

Current

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.

Jan 2015 - Present

Wealth360 Solution

Current

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.

Jan 2015 - Present

Oneplan Solution

Current

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.

Jan 2015 - Present

Contributor

Current

New Haven, Connecticut

Aug 2017 - Present

Managing Director

Caserta & Company

New Haven, CT

Dec 2012 - Jan 2015

Managing Associate / Financial Advisor

Charter Oak Insurance & Financial Services
Oct 2005 - Dec 2012

Reporter

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

2003 - 2005 ~2 yrs

Risk Analyst

2001 - 2003 ~2 yrs
4 education records

John Caserta education

Ba, Italian

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

Education record

North Haven High School
FAQ

Frequently asked questions about John Caserta

Quick answers generated from the profile data available on this page.

What company does John Caserta work for?

John Caserta works for Caserta & de Jongh, LLC.

What is John Caserta's role at Caserta & de Jongh, LLC?

John Caserta is listed as Helping Mid-Career to Near Retirement Individuals Step On the Path to Financial Freedom | Creating Custom Financial Plans that Focus on Strategy, Not Product | Insurance & Retirement Planning at Caserta & de Jongh, LLC.

What is John Caserta's email address?

AeroLeads has found 2 work email signals at @caserta-dejongh.com for John Caserta at Caserta & de Jongh, LLC.

What is John Caserta's phone number?

AeroLeads has found 2 phone signal(s) with area code 203 for John Caserta at Caserta & de Jongh, LLC.

Where is John Caserta based?

John Caserta is based in New York City Metropolitan Area, United States, United States while working with Caserta & de Jongh, LLC.

What companies has John Caserta worked for?

John Caserta has worked for Caserta & De Jongh, Llc, Gateway Community College, Wtnh-Tv, Caserta & Company, and Charter Oak Insurance & Financial Services.

Who are John Caserta's colleagues at Caserta & de Jongh, LLC?

John Caserta's colleagues at Caserta & de Jongh, LLC include Dalton Everett.

How can I contact John Caserta?

You can use AeroLeads to view verified contact signals for John Caserta at Caserta & de Jongh, LLC, including work email, phone, and LinkedIn data when available.

What schools did John Caserta attend?

John Caserta holds Ba, Italian from Yale University.

What skills is John Caserta known for?

John Caserta is listed with skills including Finance, Financial Services, Public Speaking, Retirement Planning, Financial Advisory, Strategic Planning, Securities, and Microsoft Office.

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