Our Team
Financial Planning Alternatives
An independent financial consulting service, and their advisors have the ability to deliver a broad range of financial serves to help solve the needs of clients and help accomplish their goals.
Joseph Cassese
Client Service Associate
Joseph Cassese brings a wealth of experience and dedication to his role as a Client Service Associate. With a foundation rooted in hospitality and a commitment to excellence, Joseph seamlessly integrates his diverse skill set into the financial services landscape.
Drawing from over a decade of hands-on experience in the hospitality industry, Joseph developed a keen understanding of customer relations and the importance of customer experience. His transition to the financial sector, where he has served as a Client Service Associate for three years at his father’s firm, displays his adaptability and passion for client-centric solutions. Joseph holds the SIE and Series 65 certifications, and he is actively pursuing his Series 7 qualification to enhance his proficiency in wealth management and client advisory services.
Outside of the professional arena, Joseph maintains an active and well-rounded lifestyle. Whether engaging in fitness activities, watersports, perfecting his golf swing, or experimenting with culinary creations in the kitchen, Joseph approaches each endeavor with a disciplined
mindset.
Joseph’s commitment to professionalism, coupled with his passion for client care, ensures that he consistently delivers exceptional service and support, making him a valuable asset to clients and colleagues alike.
Austin Pelletier
Finance Intern
I began my journey with Financial Planning Alternatives as a senior in high school, joining the team as an intern during a significant period of transition for the firm. I was entrusted
with key responsibilities, including onboarding new and existing client information into our internal systems. A major part of my role involved ensuring the secure and
accurate transfer of sensitive client data to our new broker-dealer, a process that required
strong attention to detail and a commitment to data integrity.
Beyond assisting with the broker-dealer transition, I also took on the challenge of modernizing our document management practices. I helped shift our operations from a traditional, paper-based filing system to a streamlined digital CRM
platform. This not only improved accessibility and organization but also supported the firm’s goal of improving overall efficiency.
Now, as a college sophomore pursuing a double major in Economics and Finance, I’ve had the fortune of being invited back for my fall semester, bringing a deeper understanding of
financial principles and a more analytical mindset to the work I do. My academic experience has allowed me to take a more active role in supporting the financial well-being of both our clients and the firm. I’m excited to keep building on this foundation as I grow personally and professionally in the financial planning industry.
