Robert T. Castellani, Sr. LUTCF®, CRES, AIF®

Bob brings three decades of experience in the financial industry.  A graduate of Wilkes University with a B.S. in Business Administration & Finance, Bob holds multiple licenses and credentials, including FINRA Series 7, 66, 24, 51, and a Life & Health Insurance License.  Industry designations include an LUTCF, CRES, and AIF. Bob has dedicated his career to helping clients plan, build, and manage their wealth. His passion lies in serving existing clients, welcoming new ones, and witnessing their financial achievements.

Born and raised in Northeastern, PA, Bob relocated to Philadelphia after college, where he began to build his career in financial services.  Prior to joining Lincoln Investments in 2017, Bob spent the majority of his career with the Principal Financial Group as a field leader managing the Philadelphia/South Jersey marketplace and later relocated to Phoenix, AZ, where he managed the Arizona, New Mexico, and Utah marketplaces. Upon joining Lincoln Investment, Bob managed the Philadelphia Regional office and later Regional Manager with oversight of 7 of Lincoln’s largest offices in the mid-Atlantic and New England region.

Today, Bob has a dedicated focus on supporting his clients’ goals and has built a bi-coastal practice with offices in Horsham, PA, and Phoenix, AZ. Bob is married to the former Regina Hunt, a graduate of Rosemont College, and after graduation spent her entire career with the Philadelphia Phillies, working her way up to the Director of Community Relations and later as Manager of Phillies Charities. Bob's family is also deeply involved in his professional journey; his eldest son, Bobby, transitioned from a decade in public accounting with PwC and RSM to become his business partner. Meanwhile, his youngest son, Ryan, was a 2nd Round draft pick by the Colorado Rockies in 2014, making his MLB debut on August 8, 2020.

Throughout Bob’s career, he has been actively involved in industry organizations, including Past President of the Philadelphia Association of Life Underwriters, Philadelphia Chapter of General Agents and Managers Association, and Phoenix Chapter of the National Association of Insurance and Financial Advisors. Additionally, Bob is a Life & Qualifying Member of the Million Dollar Round Table, a Member of the Financial Services Institute, NTSA, and an Accredited Investment Fiduciary.

Outside of work, Bob enjoys spending time with his family at Phillies and Eagles games, along with travel, golf, boating, crabbing on the Jersey Shore, and hiking the Arizona trails.