Roy Caso


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    Roy Caso is a financial planner with Charter Oak Financial. He focuses his practice on the unique planning considerations of professional athletes all over the country, advising them on managing their money and planning for their future. Roy is registered with the National Football League Players Association (NFLPA) Financial Advisor Program.

    Roy’s connection to athletes comes naturally. Growing up in Portland, Connecticut, he was actively involved in school athletics—particularly in basketball and baseball. He was the first player in the history of his 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. Roy enjoyed a very successful athletic career in college, culminating in being named to the All-American team. During the summers, he played in leagues in Pennsylvania and on Cape Cod, Massachusetts.

    In addition to his practice work, Roy shares his extensive investment knowledge with colleagues and emerging planners alike. He is a Charter Oak investment specialist, assisting his peer advisors with ther clients’ complex investment needs, and teaches an investment fundamentals class at Bay Path College as part of the CERTIFIED FINANCIAL PLANNER™ curriculum.

    Roy serves on the Board of Directors of the Springfield Chapter of March of Dimes, and he participates in Katelynn’s Ride, a fundraiser for the Jimmy Fund. He coaches baseball and is one of the coaches for his son's minor-league team.

     

    Practice Areas

    • Financial Planning
    • Investments

    Education

    Quinnipiac University (1983-1987)

    Community Involvement

    March of Dimes - Springfield Chapter

    See Roy’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

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    Charter Oak Financial

    Main Office

    330 Whitney Avenue Suite 600
    Holyoke, MA 01040-754

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    CRN202009-237535