SARA ANNE CASALE is an investment adviser representative (IAR) with state registration records since 2018, appearing at 2 firms. Currently registered with CORNERSTONE FINANCIAL PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CORNERSTONE FINANCIAL PLANNING, LLC | 2021-02-01 | present | Yes |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 2018-03-14 | 2019-05-31 | — |