SC
Sara Casale
from Cornerstone Financial Planning, LLC
Sara Casale is a financial advisor based in New Hampshire, Portsmouth,
with 14 years of experience. Sara currently works for
Cornerstone Financial Planning, LLC.
Sara maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Sara Casale works at Cornerstone Financial Planning, LLC
Cornerstone Financial Planning, LLC is a financial advisory firm based in Portsmouth, New Hampshire. It currently has approximately $248,999,393 of assets under management and employs about 7 people. Cornerstone Financial Planning, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
8 Greenleaf Woods Dr., Suite 202, Portsmouth, New Hampshire, 3801
Advisor can help with
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