Sara Casale, CFP® (she, her, hers)

Sara Casale, CFP® (she, her, hers)

Sara Casale, CFP® (she, her, hers)

Portland, ME
“It always seems impossible until it’s done.”
Nelson Mandela

These words from Nelson Mandela serve as a reminder not to give up in the face of adversity. Instead, we can begin with a mindset of possibility. How can we know what is truly possible until we try?

When I entered the finance industry with a background in politics, I was worried I’d made a mistake. Luckily, I had wonderful mentors in the industry who encouraged me to look beyond my background and to use the skills I did have to adapt and learn. This experience brought invaluable “a-ha” moments that not only empowered me to make smarter financial decisions in my own life but inspired me to share this knowledge with others.

It’s been my mission since then to break down financial jargon and help others—women especially—feel confident in applying financial planning strategies to achieve their goals. As a financial planner, I enjoy getting to know my clients and collaborating with them to create a financial plan rooted in their values. Sometimes just getting started seems to be the biggest hurdle. Once we’ve crafted an initial plan, we can navigate through any of life’s unexpected twists or turns along the way.

A lifelong resident of New York State, I decided it was time for an adventure and moved to Portland at the end of 2020. Outside of the office, my dog Zooey and I can be found on long strolls exploring the city and finding quiet spots to read and take in the beauty of Maine. Coming from a big Italian family, always gathering—or rather gathering around delicious food with family and friends—is my happy place.

Sara is a CERTIFIED FINANCIAL PLANNER™ practitioner and member of the National Association of Personal Financial Advisors (NAPFA). Sara also volunteers on the Savvy Ladies Financial Helpline.

Prior to joining Cornerstone, Sara provided financial planning for clients at Atlas Private Wealth Management. Prior to that, she started her career at Ayco, a Goldman Sachs Company, where she held various roles specializing in financial education, investment management, and executive compensation and employee benefits. Sara graduated from the from the State University of New York at Geneseo with a Bachelor of Arts in Political Science and minor in Philosophy.