Meet the team
Bob Casarona
CFP®, AWMA, MS
Director, Wealth Advisor
Contact Bob Now
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.
“Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”
Up Close
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.
contact your financial planning specialist
Bob Casarona,CFP®, AWMA, MS
Director, Wealth Advisor
Fed Forecast for Fewer Cuts in 2025 Roils Markets