Jason Castaldi

Jason Castaldi

Financial Advisor

555 Heritage Road, Suite 204 | Southbury, Connecticut 06488

O: (203) 359-5307M: (203) 313-2256F: (203) 359-5353

Practice Snapshot

How I Help

  • Fee-Based Financial Planning
  • Retirement Planning

Who I Help

  • Individuals
  • Entrepreneurs
  • Families
  • Business Owners

About Me

My career in financial services began with a call from my best friend’s brother, who was building a Greenwich-based team for Charter Oak. I joined the company on a gut instinct, feeling like it was the right opportunity to do something more meaningful in my professional life. After only a few months, my best friend’s brother was my boss, and I had begun growing a business helping others.

As a mentee of some of the area’s top financial advisors, I was able to identify the qualities that I wanted to shape my own practice. I distilled those qualities into three guiding principles: honesty, transparency and empowerment. Today, I combine these with a dedication to process, education and communication to ensure my clients always know what I’m suggesting and why, ultimately empowering them to make their own decisions without unnecessary stress.

This approach has attracted individual clients ranging from entrepreneurs, professional athletes, doctors and corporate executives to business clients in industries such as shipping, transportation, raw materials, hedge funds, and sports supplements.

Since beginning my career in 2005, my success in the industry has earned me recognition both inside and outside of the firm.

I am also an avid fisherman and compete in multiple tournaments per year. When I’m not spending time with my wife and our two daughters, I can most likely be found at the gym or on the water.

實現目標的第一步: 與您可以信任的人交談



  • 保障家庭的未來財務狀況
  • 制定退休資金策略
  • 制定針對子女教育的儲蓄計劃
  • 幫助確保您的收入得到保障
  • 減輕在您年歲逐增時帶給親人的經濟負擔
  • 確保遺產傳承









請瀏覽 MassMutual.com 了解更多。

保險產品是由Massachusetts Mutual Life Insurance Company (MassMutual) (Springfield, MA 01111) 及其子公司C.M. Life Insurance Co.和MML Bay State Life Insurance Co. (Enfield, CT 06082)發行。C.M. Life Insurance Co.和MML Bay State Life Insurance Co.在紐約未被公認。
© Massachusetts Mutual Life Insurance Company (MassMutual) (Springfield, MA 01111).
保留所有版權 。www.massmutual.com.

Reaching your goals starts with speaking to someone you can trust

At MassMutual, we can guide you along the path toward achieving your financial goals.

As a MassMutual financial professional, I help individuals and families with their plans for the future. I can help you:

  • Protect your family’s financial future
  • Develop a strategy to fund your retirement
  • Create a plan to save for your children’s education
  • Help to ensure that your income is protected
  • Ease the financial burden on your loved ones as you age
  • Ensure a legacy for the future

Through a combination of my training and skills, I will work closely with you to help you prepare for a brighter future and help you fulfill your dreams.

Why work with MassMutual?

There are many factors to think about when choosing a financial services company. At MassMutual, we operate for the benefit of our participating policyowners. And when choosing a life insurance company – trust, strength, community, and stability matter.

MassMutual’s ‘people first’ approach dictates how we service both our customers and the communities where we serve, and it is reflected in a wide range of financial protection products and our world-class customer service.

To serve you better, we recruit financial professionals who understand your unique perspectives and support the communities in which we live and work.

About MassMutual

Founded in 1851, MassMutual had a single purpose: to help people secure their future and protect the ones they love. More than 165 years later – through varying political, social and economic climates – that commitment remains our guiding principle. It’s behind everything we do and every decision we make. It’s how we continue to deliver products and services to help our policyowners and customers achieve their financial goals, and protect those who matter most.

While dividends are not guaranteed, MassMutual has paid them to eligible participating policyowners every year since 1869.

For more information, please visit www.massmutual.com.


Policies, application forms, administrative documents, and forms are only available in English.

Insurance products are issued by Massachusetts Mutual Life Insurance Company (MassMutual) (Springfield, MA 01111) and its subsidiaries C.M. Life Insurance Co. and MML Bay State Life Insurance Co. (Enfield, CT 06082). C.M. Life Insurance Co. and MML Bay State Life Insurance Co. are not recognized in New York.

© Massachusetts Mutual Life Insurance Company (MassMutual) (Springfield, MA 01111).

All copyrights are reserved. Www.massmutual.com.