Jeff Casto, AIF

Regional Director

Jeff Casto has been in the financial services industry since 1998 and joined RPA in 2000. During this time, he has worked with public sector employers — both K-12 public schools and governmental employers — providing employee education and onsite enrollment services for 457(b), 401(a), and 403(b) retirement plans.

In addition to his years of experience with 403(b) tax-sheltered annuity programs and 457(b) deferred compensation plans, Jeff brings extensive experience in the private sector offering general securities.

Jeff is an Investment Advisor Representative. He holds FINRA Series 7, 24, 63, and 65 registrations, is an Accredited Investment Fiduciary (AIF), and is licensed to offer life, health, long-term care, and variable contract insurance.

Check the background of this investment professional on FINRA’s BrokerCheck.

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