Roy Caso

Roy Caso

Financial Planner

330 Whitney Avenue, Suite 600 | Holyoke, Massachusetts 01040

Practice Snapshot

How I Help

  • Financial Planning
  • Investment Strategies

Who I Help

  • Professional Athletes
  • Individuals

Outside of the Office

  • March of Dimes, Springfield Chapter; Board of Directors

About Me

I focus my practice on the unique planning considerations of professional athletes all over the country, advising them on managing their money and planning for their future. I am registered with the National Football League Players Association (NFLPA) Financial Advisor Program.

My connection to athletes comes naturally. Growing up in Portland, Connecticut, I was actively involved in school athletics—particularly in basketball and baseball. I was the first player in the history of my high school to be drafted by a Major League Baseball team, and went on to attend Quinnipiac University on a full athletic and academic scholarship. I enjoyed a very successful athletic career in college, culminating in being named to the All-American team. During the summers, I played in leagues in Pennsylvania and on Cape Cod, Massachusetts.

In addition to my practice work, I share extensive investment knowledge with colleagues and emerging planners alike. I am one of Charter Oak’s investment specialists, assisting my peer advisors with their clients’ complex investment needs, and teach an investment fundamentals class at Bay Path College as part of the CERTIFIED FINANCIAL PLANNER™ curriculum.

I serve on the Board of Directors of the Springfield Chapter of March of Dimes, and participate in Katelynn’s Ride, a fundraiser for the Jimmy Fund. I also coach baseball and am one of the coaches for my son’s minor-league team. I reside in Ellington, Connecticut with my wife and our five children.

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









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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 。

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


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.