Personal Finance    |     Helping People     |     Sharing Concepts & Ideas

​​​​​​Connecting People & Ideas

"Cultivating Client Relationships"

Accessibility and collaboration highlight Alex’s vision to be a resource to the community through cultivating relationships and idea sharing.  With a comprehensive outlook on personal finance, Alex helps navigate important personal finance decisions with individuals and families. Being able to see beyond the product as a solution is a core value in Alex’s daily practice as a financial services professional.

Outside of his role in the office, Alex is active in the soccer community as an avid soccer official and mentor.  He has been refereeing soccer for over 20 years at the professional level, as well as Division One College and High School levels.  He is also devoted to the development of youth soccer officials in Connecticut, and spends time mentoring new referees.  

When Alex isn’t working with a client or on a soccer field, he enjo​ys spending time with his family and friends.  He currently lives in North Branford, CT with his wife, Jessie, and their two cats Drake and Daphne.  He is passionate about food, enjoys cooking and trying new things!  Alex and Jessie are enthusiasts of outdoor activities and enjoy running, hiking, biking, and kayaking.


Alexander Casella

Personal Life

Alex began working in the financial services industry in 2009 and has developed a comprehensive understanding of insurance and financial services through his time working alongside successful advisors in the financial planning industry.  Alex spends time with individuals, families and business owners discussing budgeting, debt management, being properly insured, in addition to other important guidelines for optimal results in personal finance.

He emphasizes that financial success goes beyond products as solutions, and focuses effectively on integrating and coordinating financial decisions.