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Sara Anne Casale

Cornerstone Financial Planning, LLC

Portland, ME

Portsmouth, NH

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Current Employers
Cornerstone Financial Planning, Llc

8 Greenleaf Woods Dr. Suite 202, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-05-18
NH RA APPROVED 2021-02-02
ME RA APPROVED 2021-02-01
  • TX RA
    APPROVED_RES
    Since 2021-05-18
  • NH RA
    APPROVED
    Since 2021-02-02
  • ME RA
    APPROVED
    Since 2021-02-01

Branch Locations

38 Union Wharf, Portland, ME 04101 • United States

8 Greenleaf Woods Dr. Suite 202, Portsmouth, NH 03801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company Lp Latham NY 05/2014 05/2019
Cornerstone Financial Planning, Llc Portland ME 01/2021 Present
Atlas Private Wealth Management Albany NY 06/2019 12/2020
Rover.cOm Portland ME 06/2024 12/2024
  • 05/2014 → 05/2019
    The Ayco Company Lp
    Latham, NY
  • 01/2021 → Present
    Cornerstone Financial Planning, Llc
    Portland, ME
  • 06/2019 → 12/2020
    Atlas Private Wealth Management
    Albany, NY
  • 06/2024 → 12/2024
    Rover.cOm
    Portland, ME
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-02
  • S66 Uniform Combined State Law Examination
    2016-05-02
Designations

View on SEC IAPD

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PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME
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