Michael Caster, CFP®

Financial Planner

Michael is a seasoned financial professional with more than a decade of experience helping individuals and families achieve their financial goals. He holds a Bachelor of Science degree in Business and Economics from The Pennsylvania State University, where he excelled as a student-athlete, playing soccer and baseball for the Nittany Lions. In 2011, Michael earned his Series 7 and Series 63 licenses, providing expert trading services to affluent clients. He went on to obtain his CERTIFIED FINANCIAL PLANNER® designation in 2015 and served as a Senior High Net Worth Advisor at Vanguard before joining Falcon Wealth Planning.

Raised in a family of educators, Michael is passionate about teaching and empowering others to make informed financial decisions. His dedication to client education is evident in every conversation. Outside of his professional life, Michael enjoys spending quality time with his wife, Alyssa, their daughter, Chloe, and their dog, Sushi. He also values staying active by playing in local soccer leagues and coaching his daughter’s soccer team.

Professional Designation & Licenses

• CERTIFIED FINANCIAL PLANNER®