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Sara Casale

Financial Planning Analyst

Sara is a Financial Planning Analyst with Atlas Private Wealth Management. She helps our Wealth Management Advisors prepare financial plans for our clients and provides operational support.

Prior to joining Atlas, Sara spent five years at Ayco, a Goldman Sachs Company. While working in Ayco’s Quality, Training and Development Department, she provided training to financial advisors and planners on their clients’ company-provided benefit and compensation plans. Before that, she focused on firm-wide projects and initiatives in the Private Wealth Management Department.

Sara graduated from the State University of New York at Geneseo with a bachelor’s degree in political science. She is currently working toward her CERTIFIED FINANCIAL PLANNER™ certification.

Sara is originally from the Capital Region and lives in Albany, New York. Outside of the office, she is often enjoying the outdoors, spending time with her family and friends, or planning her next trip.

scasale@atlaspwm.com

800-432-7447 ext. 146