Rob Cassella CFP®, WMCP®, LUTCF® in

Rob Cassella CFP®, WMCP®, LUTCF®

Doer · DISC type ds
Financial Planner at Prudential Advisors
📍 Wallingford, Connecticut, United States

Rob Cassella is a Financial Planner at Prudential Advisors who has been recognized by Forbes as a Top Best-in-State Financial Security Professional. Holding both CFP® and WMCP® certifications, the Central Connecticut State University alumnus specializes in creating customized financial plans to help clients achieve their goals.

Outside of his professional work, Rob gives back to the community by returning to his alma mater as a guest speaker. He shares his industry experience with students, demonstrating a passion for financial education and mentoring the next generation of professionals. He also has a stated interest in The Walt Disney Company.

He was recently honored to be invited as a guest speaker at his alma mater, Central Connecticut State University, to discuss his career.

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Experience
5 Years
Current Role
Financial Planner
Location
Wallingford, Connecticut, United States
Personality Overview

How Rob shows up

Results Focused
Fast-paced
Strategic Planner

Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics Rob cares about

Holistic Financial Planning
His role focuses on understanding client goals and creating comprehensive financial plans and strategies to help them make better-informed decisions.
Wealth Management
Holds the Wealth Management Certified Professional® (WMCP®) designation, showcasing his specialized expertise in managing client assets and financial futures.
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Career

Work history

2-2010
Financial Planner
Prudential Advisors
8-2010 - 10-2015
Financial Advisor
Prudential Financial
In the press

Media appearances

Rob Cassella - Prudential Financial - Forbes. Featured in Forbes
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Rob Cassella | Wallingford, CT - Prudential Financial. Featured in Prudential.com
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Education
2004 - 2009
Bachelor of Science - BS
Central Connecticut State University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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