Blake Castaldo, ChFC®, RICP®
Login to view DISC.Blake Castaldo is the Founder and Financial Adviser of Lifetime Wealth Partners, leveraging extensive experience from New York Life. He holds ChFC® and RICP® designations and was named a Top Financial Security Professional in Ohio by Forbes. He earned a Bachelor of Science from Siena University and focuses on guiding clients to financial success.
Residing in Copley, Ohio, Blake is married with two children, Mia and Leo. Outside of his professional life, his hobbies include golfing, watching his favorite sports teams, and spending time with his family and friends. He is also a member of St. Hilary Church, indicating community involvement.
Blake has earned the prestigious Chairman’s Council distinction at New York Life and achieved “Top of the Table” status with the Million Dollar Round Table.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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