Sara Casale, Cfp®
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Sara Casale, Cfp® Email & Phone Number

Financial Planner at Cornerstone Financial Planning, LLC.
Location: Portland, Maine, United States 8 work roles 1 school
1 work email found @cornerstoneplanning.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@cornerstoneplanning.com
LinkedIn Profile matched
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Current company
Cornerstone Financial Planning, LLC.
Role
Financial Planner
Location
Portland, Maine, United States
Company size
6 employees

Who is Sara Casale, Cfp®? Overview

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Quick answer

Sara Casale, Cfp® is listed as Financial Planner at Cornerstone Financial Planning, LLC., a with 6 employees, based in Portland, Maine, United States. AeroLeads shows a work email signal at cornerstoneplanning.com and a matched LinkedIn profile for Sara Casale, Cfp®.

Sara Casale, Cfp® previously worked as Associate Wealth Advisor & Senior Financial Planning Analyst at Atlas Private Wealth Management, Llc and Senior Analyst at Ayco, A Goldman Sachs Company. Sara Casale, Cfp® holds Bachelor Of Arts (Ba), Political Science from State University Of New York College At Geneseo.

Company email context

Email format at Cornerstone Financial Planning, LLC.

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{first}@cornerstoneplanning.com
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AeroLeads found 1 current-domain work email signal for Sara Casale, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Sara Casale, Cfp®

Sara Casale, Cfp® is a Financial Planner at Cornerstone Financial Planning, LLC.. She possess expertise in political science, fundraising, research, event planning, public speaking and 20 more skills.

Listed skills include Political Science, Fundraising, Research, Event Planning, and 21 others.

Current workplace

Sara Casale, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Cornerstone Financial Planning, LLC.
Cornerstone Financial Planning, Llc.
Financial Planner
portland, maine, united states
Website
cornerstoneplanning.com
Employees
6
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8 roles

Sara Casale, Cfp® work experience

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

Intern

The Office Of Senator Kirsten E. Gillibrand

Rochester, New York

Aug 2013 - Apr 2014

Student Ambassador

Google

Geneseo, New York

Aug 2012 - May 2013

Summer Assistant

Mintz Levin

Boston, Massachusetts

Jun 2012 - Aug 2012

Intern

The Office Of Kathy Hochul, Ny’S 26Th Congressional District

Rochester, New York

Sep 2011 - May 2012
Team & coworkers

Colleagues at Cornerstone Financial Planning, LLC.

Other employees you can reach at cornerstoneplanning.com. View company contacts for 6 employees →

BG Bethany Goodrich, Cfp®, Mba Bethany Goodrich, Cfp®, Mba Colleague at Cornerstone Financial Planning, Llc.Portsmouth, New Hampshire, United States View → BB Barry Betters, Cfp® Barry Betters, Cfp® Colleague at Cornerstone Financial Planning, Llc.Portsmouth, New Hampshire, United States View → KL Kendal Lariviere Kendal Lariviere Colleague at Cornerstone Financial Planning, Llc.Dover, New Hampshire, United States View → SV Susan Veligor Susan Veligor Colleague at Cornerstone Financial Planning, Llc.Portland, Maine, United States View → CT Christina Traurig, Cfp®, Mba Christina Traurig, Cfp®, Mba Colleague at Cornerstone Financial Planning, Llc.Portsmouth, New Hampshire, United States View → AT Anna Traugh Anna Traugh Colleague at Cornerstone Financial Planning, Llc.Portland, Maine, United States View →
1 education record

Sara Casale, Cfp® education

FAQ

Frequently asked questions about Sara Casale, Cfp®

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

What company does Sara Casale, Cfp® work for?

Sara Casale, Cfp® works for Cornerstone Financial Planning, LLC..

What is Sara Casale, Cfp®'s role at Cornerstone Financial Planning, LLC.?

Sara Casale, Cfp® is listed as Financial Planner at Cornerstone Financial Planning, LLC..

What is Sara Casale, Cfp®'s email address?

AeroLeads has found 1 work email signal at @cornerstoneplanning.com for Sara Casale, Cfp® at Cornerstone Financial Planning, LLC..

Where is Sara Casale, Cfp® based?

Sara Casale, Cfp® is based in Portland, Maine, United States while working with Cornerstone Financial Planning, LLC..

What companies has Sara Casale, Cfp® worked for?

Sara Casale, Cfp® has worked for Cornerstone Financial Planning, Llc., Atlas Private Wealth Management, Llc, Ayco, A Goldman Sachs Company, The Office Of Senator Kirsten E. Gillibrand, and Google.

Who are Sara Casale, Cfp®'s colleagues at Cornerstone Financial Planning, LLC.?

Sara Casale, Cfp®'s colleagues at Cornerstone Financial Planning, LLC. include Bethany Goodrich, Cfp®, Mba, Barry Betters, Cfp®, Kendal Lariviere, Susan Veligor, and Christina Traurig, Cfp®, Mba.

How can I contact Sara Casale, Cfp®?

You can use AeroLeads to view verified contact signals for Sara Casale, Cfp® at Cornerstone Financial Planning, LLC., including work email, phone, and LinkedIn data when available.

What schools did Sara Casale, Cfp® attend?

Sara Casale, Cfp® holds Bachelor Of Arts (Ba), Political Science from State University Of New York College At Geneseo.

What skills is Sara Casale, Cfp® known for?

Sara Casale, Cfp® is listed with skills including Political Science, Fundraising, Research, Event Planning, Public Speaking, Powerpoint, Microsoft Excel, and Compensation And Benefits.

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