Roberto Casale

Roberto Casale, CFP®, CRPC®, is a Senior Director at TIAA with over 15 years of experience in the financial services industry. They currently lead a team of Wealth Management Advisors in Northern New Jersey, focusing on delivering tailored financial solutions to clients. Prior to their current role, Roberto served in various positions at TIAA, including Director of National Practice Management and Wealth Management Advisor, and they gained valuable experience at Fidelity Investments, Merrill Lynch, and JPMorgan Chase. Roberto holds a Master of Business Administration from the University of Delaware and completed a Financial Planning Certificate Program at Fairleigh Dickinson University.