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About Peter Casciotta

Series 7, Series 65, and Series 63 with FINRA

Peter Casciotta prides himself on his connection to his clients. Where numbers are cold, he enjoys a warm relationship with the people he serves, because they know he has their best interests at heart. He looks at every client’s needs, risks, and objectives, and gives them a straightforward and honest recommendation. His philosophy has earned him many referrals and a dedicated following in the community.

Mr. Casciotta follows sound financial planning processes that address the key areas of your financial life while taking into account your future desired lifestyle. Prior to his career as a financial professional, he raised capital to fund the establishment of Projectavision Inc., a hi-tech corporation responsible for the creation of the LCD video projector.

peter casciotta financial advisor

What People Have Said

Peter is an amazing Financial Advisor. His experience in the industry for over 20 years makes for a very wise advisor. He has experience and a financial background in everything you can think of and many things I never even knew were available. I learn something new each team we speak. I have found Peter and his team to be very smart but humble people, who do what’s right for me and not push stuff I don’t need.

Ricky House

via Google Reviews

My husband and I owned an Air Conditioning Co. We had a will that was 25 years old. So much had changed. Asset Management (Peter) was essential in helping us with our financial plan, including making a new will and a trust that would protect us and our company. Peter was also instrumental in advising us on investments and a life insurance policy for my husband, My husband has since passed away and without Peter and Asset Management, I would have been lost. I would recommend Peter to friends because I trust him, he takes the time thoroughly understand my concerns and financial goals, and he is knowledgeable and know what is best for your individual situation.I am very happy with the investments Peter has made on my behalf, including a long-term care policy for myself. I feel he has helped to make mine and my family's future secure.

Bonnie Fury

via Google Reviews

Met with Peter immediately felt confident in my decision to use the services his company delivers. Knowledgeable and patient in his explanations with my future investments. As a first time investor I highly recommend his services.

Laurie Bitterli

via Google Reviews

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