Rob Cassella Financial Planner WMCP LUTCF

12/07/2025

11/15/2025

Honored to be invited as a guest speaker this past Wednesday at Central Connecticut State University. I had the privilege to speak about how I first got connected with C.C.S.U., the foundation it gave me and my industry experience as a CFP®. Thank you to Ying Chen, Ph.D., CFP® and Lisa Frank, Ph.D. for allowing me the opportunity.

A big thank you to Rob Cassella CFP®, WMCP®, LUTCF®, who is an alumnus of the Finance Department at Central Connecticut State University, for joining our Personal Financial Planning (FIN300) class today! Your insights into real-world financial planning, retirement planning, investments, and tax p...

08/16/2024

I'm proud to announce that I've been listed on the 2024 Forbes®️ Top Financial Security Professionals Best-In-State list for the great state of Connecticut.

This recognition would not have been possible without my talented team, wonderful clients, and Prudential who helps me do my best work every day. It’s an honor to work with you.

07/08/2024

Thursday marked a milestone in my career.
After 6yrs of partnering with Jack Farrell and 46yrs with the company Jack has officially retired and transferred his practice to me. To say its an honor is an understatement. Jack was a life long student of the industry and Harvard grad. It’s not too often when paths cross like ours. Jack had a private office in the center of Wallingford on Center St., down the street from where mine is now, back in the 90s /2000s. Later moving his practice to Middlefield. Jack had a great approach to business and life, balance was key. Thank you for the years of partnership, wisom, stories, insights and laughs. As Jack would say “onwards and upwards”. Cheers!

02/26/2024

I’m thrilled to announce I have qualified for Prudential Advisors’ top advisor conference for 2024.

Thank you to my clients, my leadership team, and Prudential for helping to make this possible. It’s an honor to serve my community with their financial needs. Congratulations to all winners!

02/13/2024

We’re excited to announce our 2024 Prudential Emerging Visionaries! These incredible young people are lighting the way to a better world, each with their own unique spark of change. Here’s to the visionaries of today and leaders of tomorrow! https://bit.ly/48bYlxj

11/13/2023

A new episode of PGIM Market Commentary is here – topics highlighted: Consumer's inflation expectations, prospects of a government shutdown, and overseas economic data. 🎧 Listen here: https://bit.ly/pgim-marketcommentary

11/08/2023

Who's ready for tax season? Learn what you can do to get ahead of it.

Does it feel like the tax code is beating you up at times? Instead of accepting that feeling of getting pushed around, here’s how you can pay what you must but no more.

11/06/2023

A new episode of PGIM Market Commentary is here – topics highlighted: Optimism that the rate hike cycle is over, hopes for a soft landing, and several other overseas central bank highlights. 🎧 Listen here: https://bit.ly/pgim-marketcommentary

11/01/2023

One benefit to financial fasting: being more mindful about your spending.

Taking a day or a week off from spending not only frees up cash to pay down debt or add to savings, but can also help you reinvest in your relationships. Here’s how to do it.