David Castelli, Certified Social Security & Medicare Planner
Professional Profile
David Castelli is a highly respected CPA with 35 years of experience, serving clients at David J Castelli Assoc. Ltd. in New York. As a Chartered Financial Consultant and a proud member of the National Social Security Association (NSSA) and Registered Social Security Analyst (RSSA), David combines extensive financial knowledge with specialized expertise in social security planning to deliver invaluable guidance to individuals and families.
As a certified professional, David Castelli has completed the NSSA® designation in Social Security planning and the IRMAA Certified Planner designation, bringing specialized expertise in Social Security and Medicare planning to clients.
David's commitment to excellence and personalized service has earned him a reputation as a trusted advisor in the community. He understands the complexities of social security benefits and how they can significantly impact retirement planning. Whether you are nearing retirement or planning for the future, David is dedicated to helping you navigate the intricate landscape of social security options, ensuring you maximize your benefits and achieve your financial goals.
If you are looking for a reliable and knowledgeable CPA who can provide expert insights into social security and overall financial planning, look no further than David Castelli. Contact him today to take the first step towards securing your financial future.
Contact David
How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.