Robert Castella III

Robert Castella III is the Senior Para-Planner and Investment Assistant at Kraner, LLC. His responsibilities include conducting detailed financial analyses, preparing comprehensive financial plans, and collaborating with financial advisors to deliver customized solutions to clients. Additionally, he supports the investment committee by preparing performance reports, conducting market research, and ensuring portfolios are aligned with clients' goals and the firm's investment strategies.

Robert graduated with a Bachelor of Science degree in Recreation and Sports Management at Coastal Carolina University. Robert pursued a career in Finance with Equitable Advisors where he could make a positive difference in the lives of others. He holds several registrations including his FINRA Series 7 & Series 66 with LPL Financial. He is focused on learning from his peers and committed to fully immersing himself in the business to continue to grow and become a greater asset to our clients.

In his spare time, Robert is passionate about the sport of hockey. He spent his youth playing hockey and now he spends his time coaching youth hockey in the North Jersey/New York area. He coached with the New York Rangers Youth Hockey program and has spent the last 7 years with the New Jersey Ice Dogs organization as a 14u A coach where he has enjoyed a great amount of success.

Robert and his wife Samantha are currently residents of Passaic County, blessed by their daughter Cecilia and dog Houston.