Bio - Principal Financial Group

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.
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.