Jason Castaldi, CFP®, Financial Planner

The Story

Jason’s career in financial services began with a referral from a friend of Brendan Naughton, Charter Oak’s current Managing Partner, who at the time was building a Greenwich-based team. As a mentee of some of the area’s top financial advisors, Jason was able to identify the qualities that he wanted to shape his own practice. He distilled those qualities into three guiding principles: honesty, transparency and empowerment. Today he combines these with a dedication to process, education, and communication to ensure his clients always know what he is suggesting and why, ultimately empowering them to make their own decisions.

Jason sets clear expectations with clients and stresses the importance of having a long-term relationship. This approach has attracted individual clients ranging from entrepreneurs, professional athletes, physicians, and corporate executives to business clients in industries such as shipping, transportation, raw materials, hedge funds, and sports supplements.

Since beginning his career in 2005, Jason’s success in the industry has earned him recognition both inside and outside of his firm. Jason is an avid fisherman and competes in multiple tournaments per year. When he isn’t spending time with his wife and daughters he can usually be found at the gym or on the water.