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the personal side of Angela
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Angela Casasanto
Financial Advisor, RJFS
Client Services Manager

Angela joined Boston Harbor Wealth Advisors in 2021 as a Financial Advisor. Her approach to the financial planning process centers around developing a solutions-based plan tailored to her client's individual goals. Angela establishes and maintains meaningful personal relationships with her clients and develops strategies based on a deep understanding of each client's unique financial needs. Through the process, she never loses sight of the vital relationships she has established throughout her career and the importance of being flexible to meet our client's needs, recognizing the challenging demands our clients often face.

Angela considers herself fortunate to work in a career that allows her to help others establish financial stability. Combining her strengths and interests in finance with her passion for helping others has made for a rewarding career. She is known for her friendly and professional demeanor and empathetic approach with her clients. Angela is also a meticulous planner and seeks to find solutions for any scenario. 

Before joining our team, Angela gained essential experience with our affiliate office, Newbury Investment Partners, as a Client Services Manager, where she worked since 2005. She holds the Series 7 and 66 licenses and is also insurance licensed. Committed to continued growth as a professional, she is also a BNI Holden Golden Givers member and Founder of CSA Massachusetts Leaders Network. Angela graduated from Worcester State University with a degree in Business Administration.

Angela Casasanto

When I'm not at work, my time is spent with my family and close friends, especially my sons, Dominic and Luca. My boys mean the world to me, and as time goes by, I find that I've become more and more like my mom, who always fostered an environment of love, acceptance, and growth. I try to incorporate these essential qualities in all parts of my life because I believe they are crucial traits to a more fulfilling life for yourself and those around you. 

I also find great gratification in being involved and giving back to my community. I am a member of the Charlton Cultural Council and was previously a member of the Patient Advisory Council for Reliant Medical Group, after serving the organization since its inception in 2010. I am also active with fundraising for JDRF, a nonprofit organization that funds Type 1 diabetes research, as a founding member of the Wall Street Walkers for 14 years.