Robert F. Caselli, CLU, ChFC

Bob is a veteran of over 40 years in the financial services industry. He began his career in 1981 as an insurance agent and registered representative for Prudential Financial.  In 2007, he co-founded Strategic Planning Associates, LLC an independent insurance and financial consulting firm. Bob assists clients in both the public and private sectors with retirement planning, college savings, estate planning, insurance, investments, pensions/401(k)s, social security benefits, loan repayment plans, budgeting and various other services.  Because Strategic Planning Associates is independent, Bob is able to focus strictly on each client’s individual needs and on the most fitting financial instruments for their own unique circumstances, without any concern for sales minimums or product quotas.

Bob attained his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College of Financial Services.  He holds FINRA Series 6, Series 7, Series 63 and Series 65 licenses through LPL Financial which permit him to act as independent investment advisor and broker to his clients.  In 2004 he qualified for membership in the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals.  Bob is currently a member of the Financial Services Institute (FSI).

Bob completed his undergraduate degree at Penn State University and is a life long Nittany Lions fan. He has served his community as a youth baseball, softball, and soccer coach and as a volunteer on his parish’s finance committee.  Bob is a supporter of various sports teams and extracurricular activities at Valley View School District and he co-sponsors the Strategic Planning Associates Scholarship, presented annually to two graduating Valley View seniors for their outstanding academics and community involvement.  Bob resides in Peckville, PA with his wife, Joan and has three children, Nicholas, Anthony and Morgan.