Timothy E. Casserly, Esq., CFP®

Tim graduated from Boston College with honors in 1981 with a Bachelor of Arts Degree in Economics and Communications. In 1984, Tim received his Juris Doctorate from Albany Law School of Union University in Albany, New York. Tim received his Certified Financial Planner designation from the College for Financial Planning in Denver, Colorado.

Tim Casserly along with his partner, Walter T. Burke, founded the law firm of Burke & Casserly, P.C. in 1988, which focuses on planning for all phases of life including estate planning, elder law, taxation and estate administration. Tim is also a founding member and President of Arista Wealth Advisors, a registered investment advisor with the Securities and Exchange Commission which currently manages investments in excess of $150 million for various individuals, corporations, pension plans and not for profit organizations.

Tim has written and lectured for many organizations and businesses across the country including the American bar Association, General Electric, the New York State Bar Association, State University of New York, the Financial Planning Association and NYS Department of Taxation and Finance. His lectures on “Planning for the Elderly” have been made available on tape through the College for Financial Planning in Denver, Colorado. Most recently, he coauthored the planning guide Boomer Basics published by McGraw Hill. His combined practice of law and financial planning along with his presentation skills, has earned Tim the honor of being selected as a mentor for the Financial Planning Association’s National Residency Program – an intensive one week training program for newly credentialed CFP® professionals.

Tim is very actively involved with both professional and community organizations including the Financial Planning Association on both a national (Chair of the Professional Issues Committee) and local (Past President) level, the New York State Bar Association (Vice Chair of the Elder Law Section and Chair of the Financial Planning and Investments Committee), the American Bar Association, the National Academy of Elder Law Attorneys, St. Catherine’s Center for Children and YMCA’s Camp Chingachgook.