Investment adviser representative · Cornerstone Financial Planning, LLC
Sara A. Casale
CRD 6596420 · Portland, ME
At a glance
Sara A. Casale is an investment adviser representative with Cornerstone Financial Planning, LLC in Portland, ME, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sara’s SEC record dates to 2018, about 8 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Cornerstone Financial Planning, LLCSince February 2021Portland, ME · $401M in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Sara’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Cornerstone Financial Planning, LLC
- Barry K. Betters IIPortsmouth · Certified Financial Planner
- Derek BonneauPortsmouth
- Mackenzie H. ParsonsPortsmouth · Certified Financial Planner
- Danielle S. PensingerPortsmouth · Certified Financial Planner
- Christina C. TraurigPortsmouth · Certified Financial Planner
- Jillian E. WagnerPortsmouth
Every advisor at Cornerstone Financial Planning, LLC →Cornerstone Financial Planning, LLC: assets, clients and custodians →Financial advisors in Portland, ME →Advisor Moves: who changed firms this week →