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Thomas Casella, Chfc, Lutcf is listed as Financial Service Representative at Spence Cassidy & Associates, LLC at Spence Cassidy & Associates, LLC, a with 29 employees, based in Prescott Valley, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Thomas Casella, Chfc, Lutcf.
Thomas Casella, Chfc, Lutcf previously worked as Financial Professional at Spence Cassidy & Associates, Llc and Financial Professional at The Guardian Life Insurance Company Of America. Thomas Casella, Chfc, Lutcf holds Bs, Psychology from Fordham University.
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Thomas L. Casella LUTCF, ChFC is a graduate of Fordham University & entered the financial services industry in 1967. He has lived in Arizona since 1983.Licensed Life & Health insurance agent and a registered investment advisor. A member of the Million Dollar Round Table, NAIFA (National Association of Insurance and Financial Advisors) and SFSP (Society of Financial Services Professionals). His forty plus years of experience have helped him understand the need for planning on a protection first basis.Helping individuals to prepare for retirement is similar to climbing a mountain. A person needs to accumulate assets knowing that in the future these assets must be economically positioned in order for retirement income to last as long as they do with no fear of running out. My goal is to encourage my clients & their families to have financial security while attempting to increase the efficiency and effectiveness of their money!Thomas Casella is authorized to conduct life insurance and securities business in Arizona and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed. Registered representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Spence, Cassidy, & Associates, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Thomas Casella and have not been reviewed for completeness and accuracy. All further communications from this representative must be sent from and received by tlc@scaaz.com. For additional information, please refer to one of the following consumer websites: www.FINRA.org, www.SIPC.org.
Listed skills include Retirement, Financial Planning, Finance, Sales, and 3 others.
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Scottsdale, Az
Provide financial guidance to families and businesses that focus on outcomes and goals. The approach I take is one that looks at the whole person, and their economic life value - to help ensure that we protect the most valuable asset - a person's earning potential. I take a holistic approach using economic-based principles and a mix of financial strategies and products.
Other employees you can reach at scaaz.com. View company contacts for 29 employees →
Drew Spence
Colleague at Spence Cassidy & Associates, LlcScottsdale, Arizona, United States
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Lori Dodt
Colleague at Spence Cassidy & Associates, LlcGreater Phoenix Area, United States
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Kristi Gorgia
Colleague at Spence Cassidy & Associates, LlcGreater Phoenix Area, United States
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George Grauso, Lutcf
Colleague at Spence Cassidy & Associates, LlcScottsdale, Arizona, United States
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NJ
Nick Johnson
Colleague at Spence Cassidy & Associates, LlcScottsdale, Arizona, United States
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Derek Forsgren
Colleague at Spence Cassidy & Associates, LlcGreater Phoenix Area, United States
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Peter Kolesar, Lutcf
Colleague at Spence Cassidy & Associates, LlcParadise Valley, Arizona, United States
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Milind Gautam
Colleague at Spence Cassidy & Associates, LlcWest Delhi, Delhi, India
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MJ
Moureau John
Colleague at Spence Cassidy & Associates, LlcPhoenix, Arizona, United States
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SA
Sam Aridi
Colleague at Spence Cassidy & Associates, LlcGilbert, Arizona, United States
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Quick answers generated from the profile data available on this page.
Thomas Casella, Chfc, Lutcf works for Spence Cassidy & Associates, LLC.
Thomas Casella, Chfc, Lutcf is listed as Financial Service Representative at Spence Cassidy & Associates, LLC at Spence Cassidy & Associates, LLC.
Thomas Casella, Chfc, Lutcf is based in Prescott Valley, Arizona, United States while working with Spence Cassidy & Associates, LLC.
Thomas Casella, Chfc, Lutcf has worked for Spence Cassidy & Associates, Llc, The Guardian Life Insurance Company Of America, and John Hancock Financial Network.
Thomas Casella, Chfc, Lutcf's colleagues at Spence Cassidy & Associates, LLC include Drew Spence, Lori Dodt, Kristi Gorgia, George Grauso, Lutcf, and Nick Johnson.
You can use AeroLeads to view verified contact signals for Thomas Casella, Chfc, Lutcf at Spence Cassidy & Associates, LLC, including work email, phone, and LinkedIn data when available.
Thomas Casella, Chfc, Lutcf holds Bs, Psychology from Fordham University.
Thomas Casella, Chfc, Lutcf is listed with skills including Retirement, Financial Planning, Finance, Sales, Insurance, Financial Services, and Life Insurance.
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