Focus: Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Business Succession Planning, Estate Planning, Financial Education
Languages: English, Polish
Kasie Serafin is a financial services professional with Charter Oak Financial, whose proud history dates back to 1886. Kasie focuses her practice on the insurance strategies, retirement planning, business planning and protection, and risk management needs of families, business owners, young professionals and city employees.
Prior to joining Charter Oak, Kasie was earning her bachelor’s degree in finance from Long Island University-Brooklyn. She then decided to pursue a career in the financial services industry which stems from a combination of childhood experiences, and a lifelong desire to help people prepare for the unexpected.
Outside of the office, Kasie enjoys reading, volunteering in her community and doing yoga on the beach in her hometown of Rockaway Beach.
Kasie resides in New York City.
Areas of Practice
• Insurance Strategies
• Retirement Planning
• Business Planning + Protection
• Risk Management
48 South Service Rd Suite 400
Melville, NY 11747-2335