Meet the team
Bob Casarona
CFP®, AWMA, MS
Director, Wealth Advisor
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About Bob
Bob enjoys working with clients and their families to help them live the lives they want to live. With ten years of experience, he measures success by his clients’ lives being unburdened by financial stress.
Bob is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Wealth Management Advisor (AWMA®), Series 7. He holds a B.A. in Economics and an M.S. in Financial Planning from Denison University.
He’s served on the Board of the Northeast Ohio Financial Planning Association (FPA) for over five years, holding the roles of President, President-Elect, Treasurer, and NexGen Chair. He lives in downtown Cleveland, Ohio, and is a dedicated athlete and soccer player. He enjoys time with friends and family.
CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
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He’s served on the Board of the Northeast Ohio Financial Planning Association (FPA) for over five years, holding the roles of President, President-Elect, Treasurer, and NexGen Chair. He lives in downtown Cleveland, Ohio, and is a dedicated athlete and soccer player. He enjoys time with friends and family.
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Bob Casarona, CFP®, AWMA, MS
Director, Wealth Advisor
Disappointing Treasury Auction Dents US Stock and Bond Markets