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Meeting

Advisor Meetings

Choose between our skilled fiduciaries that have extensive knowledge of financial planning! Click on any of the icons to connect with our financial experts at your convenience.

Smart money decisions start with a smart conversation.

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As fiduciaries, we work with you to create custom financial plans that focus on strategy - not product - to help you achieve your goals no matter how simple or complex.​ So whether you need help with one thing or everything, we're here for you. At Caserta & de Jongh, it's Our Knowledge. Your Vision.

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John Caserta

President & CEO,

MSFS, ChFC®, RICP®, CLU®

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Nathalie Edeen

Chief Planning

Officer

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