Our Qualifications

Matthew Castaldi entered the Financial Services Industry in 1994 in Los Angeles, CA soon after graduating with a Bachelors Degree in Marketing from Bentley College.  He worked for a cutting edge Variable Annuity company, American Skandia located in Shelton, CT while he earned his MBA in Finance from The University of Connecticut.  After graduating from UCONN he worked as financial advisor for Quick & Reilly(later aquired by Banc of America Investment Services) at several branches in Norwalk, Ct.  Matthew moved to Chase Investments in Wilton, CT before becoming an Independent Investment Advisor with SagePoint Financial, Inc.  Matthew has built a client base with a focus on objective advice for his client's futures.  A current member of the Wilton Rotary and the Wilton Chamber of Commerce, Matthew is a speaker on a wide range of financial subjects.  He also conducts a popular series of financial workshops throughout the year that help people understand the financial planning process and make better financial decisions.  Matthew has completed the Connecticut Partnership for Long-Term Care producer certified training requirements.

Matthew has strategic alliances with accounting professionals, estate planning attorneys, real estate attorneys, mortgage professionals, real estate agents, Insurance agents, and other professionals in Fairfield County which enhance the soundness of his client's overall financial plan.

At Castaldi Financial & Insurance Services, LLC we are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more independent financial future.

We’re looking forward to using our skills and knowledge to help you pursue your financial goals.