Relationship-Based Financial Planning

& Investment Advice

Welcome to this special Pride Edition of our newsletter! Christopher Street Financial was founded 44 years ago this month by Robert Casaletto to provide financial advice to the LGBTQ+ community. With June being Pride Month, we wanted to send out a special newsletter to commemorate the occasion.

In this newsletter you'll find:

The history of Christopher Street Financial, told in three parts
Our team sharing with us what makes them proud
Some CSF Birthday party photos

Our regular quarterly newsletter will come out mid-July.

Happy reading and Happy Pride!

The History of CSF in Three Parts

Everyone has a story to tell. And so does every company. With June being our birthday month, we wanted to get our history out there, as well as share what lies ahead for Christopher Street Financial. Maybe you want to read the entire trilogy or maybe you just want to check in on the era that interests you. It's all here for the taking.

1981 - 1996

Our story begins with what drove our founder, Robert Casaletto, to create CSF.

Click to Read

1997 - 2023

The story continues with Jen Hatch and four partners purchasing the firm from the ACLU and moves towards becoming an Ensemble Practice.

Click to Read

2023 - Forward

The story becomes one of ensuring continuity and looking toward the future.

Click to Read

Pride Can Mean Many Things

Not all of the employees at Christopher Street Financial identify as members of the LGBTQ+ Community, and not all of our clients do either. But that doesn't mean we can't still be proud of something and that we can't celebrate it! We asked our Team to share something they are proud of. Click here to read their responses!

CSF Turned 44!

Our birthday is June 5th and we could not think of any better way to celebrate than to ask our pastry chef trained CEO Mark Franczyk to bake a cake! We couldn't resist sharing these mouth watering photos with you!

In case you missed it!

Here is our recent email about our summer office renovations, and here is our recent email sharing our takeaways from our client survey done earlier this year.

Are you new to Christopher Street Financial?

Do you want to learn more?

Click this link to schedule an introductory call!

475 Park Avenue South Suite 2100

New York, NY 10016

Email: info@christopherstreet.com

Phone: 800-262-6644

Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (“Kestra IS”). Investment advisory services offered through Kestra Advisory Services, LLC (“Kestra AS”). Christopher Street Financial, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures