Pat Casserly, CPFA®
Client Relationship Manager - Retirement Plans
“My favorite book is by far The Glass Castle. It’s a beautifully written memoir about a young woman of no particular import who is able to succeed in the face of unbelievable adversity. I read this book once every few years as a reminder that we have the agency to make meaningful changes in our lives if we work hard enough.”
As a Retirement Plan Relationship Manager at SFP Wealth, Pat brings over 10 years of experience in the financial services industry. In his prior roles, Pat held positions in sales, asset management, and relationship management at a top 401(k) provider. Pat is responsible for managing long-term relationships with our corporate clients and consulting on 401(k) plan design, investments, and product solutions.
Pat earned a Master of Business Administration from Boston University and holds the Series 7 & 63 licenses. In his free time, Pat enjoys spending time outdoors, reading non-fiction, and scuba diving.