Gerald Castellano, CLU, ChFC

Professional Affiliations: 

Million Dollar Roundtable

Designations:

Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)

In 2014, Allied Wealth Partners welcomed Gerald Castellano to the firm, recognizing his 30 year commitment to the financial services industry.

Prior to joining Allied Wealth Partners, Gerald was an advisor for New England Financial. He is also a past recipient of numerous awards for excellence in production and outstanding customer service such as the Millennium Award, Master Producer, Edward K. Leaton Mentorship Award and Life Member Leaders Association.  

As a Senior Financial Advisor, Gerald understands the importance in his role as a primary financial resource for his clients—formulating comprehensive financial and investment strategies that are individually tailored to help them achieve their personal and business financial goals.

Gerry earned his Bachelor’s Degree from Rutgers University and then went on to receive his MBA in Corporate Finance from Pace University.

Gerry resides in Mahwah, NJ with his wife Angela.

Gerald is a registered representative and investment advisor representative of Securian Financial Services.

^{Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.}