Robert T. Castellani Robert T. Castellani, LUTCF Financial Services Representative Princor Registered Representative Financial Advisor Arizona Business Center 2355 East Camelback Road | Suite 600 Phoenix, AZ 85016 Direct: 602.734.1150 [email protected] “My mission is to provide the highest level of service, knowledge and professionalism as a financial professional for clients, their families and businesses. My goal is to help my clients build, protect and managed their wealth through focused investment and risk management strategies.” Over a 25-year career, Bob has developed an in-depth knowledge and background for both business and personal planning. Using his experience of investment and insurance strategies; Bob brings the knowledge and aptitude to design and implement effective strategies to help clients manage all aspects of their financial goals. His practice focuses on assisting high net worth professionals, business owners and key executives develop, implement and maintain long term financial strategies relevant to risk management, wealth preservation, qualified and non-qualified retirement plans and estate preservation. In a career that spans more than a decade with the Principal Financial Group®, Bob has served in several leadership roles; including Regional Managing Director and Managing Director of the Arizona Business Center. Prior to his move to Arizona, Bob spent 10 years as Executive Vice President of DVFG Advisors, LLC, and Managing Director of the Delaware Valley Business Center of The Principal® in Philadelphia and South Jersey. A native of Philadelphia, Bob received his Bachelor of Science Degree in Business Administration and Finance from Wilkes University. In addition to earning the Life Underwriter Training Council Fellow (LUTCF) designation, Bob is currently pursuing the Chartered Financial Consultant® (ChFC®) designation from The American College in Bryn Mawr, PA. Throughout his career, Bob has been active in industry and community organizations, including:          National Association of Insurance and Financial Advisors (NAIFA) o Past President, Phoenix Chapter o Past President, Philadelphia Chapter GAMA International (GAMA) – Past President, Greater Philadelphia Chapter Million Dollar Round Table (MDRT) – Life Member Society of Financial Services Professionals (FSP) – Phoenix Chapter Financial Planning Association (FPA) – Phoenix Chapter Central Arizona Estate Planning Council Brophy College Prep Dad’s Club, Past President Knights of Columbus Wilkes University – Mesa Campus Advisory Board Bob has consistently been recognized by GAMA International with its Career Development Award and International Management Award – Diamond Recipient. Additionally, he is a multi-year qualifier of The Principal’s Management Achievement Round Table and a Life member of the Million Dollar Round Table. Bob and his wife, Regina, live in Phoenix with their two sons. In his free time, Bob and his family enjoy golf, hiking, fishing, baseball and summers on the Jersey Shore. WE’LL GIVE YOU AN EDGE® ® Insurance products from the Principal Financial Group are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company. Securities and advisory products offered through Princor Financial Services Corporation, 800/247-1737, member SIPC. Principal National, Principal Life and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392. t14101003y0