Patrick Casserly is the Vice President of Corporate Retirement Plans at Sapers & Wallack, bringing over 15 years of experience in financial services. With a deep expertise in retirement planning, Patrick is dedicated to helping corporate clients design and manage effective, compliant, and high-performing retirement plans.
Patrick holds a Bachelor’s degree from the University of Massachusetts, Amherst and an MBA from Boston University. He is a Certified Plan Fiduciary Advisor (CPFA) and maintains his Series 7 & 63 licenses. Additionally, he is a Professional Paralegal (PP) and is Lean Six Sigma Green Belt (ICGB) certified, reflecting his commitment to excellence and operational efficiency.
Residing in Brookline, MA, Patrick enjoys spending his free time outdoors with family and friends. An avid camper, he loves exploring New England’s beaches and mountains, often towing his travel trailer for new adventures.
Lover of:
Spending time outdoors with friends and family,
reading non-fiction, the Boston Bruins.
Passionate about:
Financial literacy, physical & mental health wellness, continuous learning.
Greatest accomplishment:
World’s Best Uncle Award.
On the Nightstand:
My iPad – I love to read and listen to audiobooks.
Favorite Quote:
“You miss 100% of the shots you don’t take”