Charter Oak’s Jason Castaldi Receives 40 Under 40 Honor

Norwalk, Conn. May 25, 2016 — Charter Oak Insurance and Financial Services Co. (Charter Oak) managing director Jason Castaldi has been named among Fairfield County Business Journal’s 40 Under 40 winners.

The 40 Under 40 program highlights 40 of Fairfield County’s rising stars—all under the age of forty—in business, nonprofit management, and community service. Winners are judged based on a range of factors, from achievements in business to work within the community, and will be honored at an event to take place on June 21st.

Mr. Castaldi leads a team of agents in Charter Oak’s Norwalk office and manages a personal financial services practice. His work with both his agents and his clients has earned him recognition with some of the industry’s and MassMutual’s top honors, including membership in the Million Dollar Roundtable, the NAIFA Quality Award and MassMutual’s Rising Leaders, Leaders and Fast Pace recognition. He has been named to MassMutual’s Management Council every year since 2009, and in 2013 was one of the company’s Managers of the Year.

Brendan Naughton, Charter Oak General Agent, said: “Jason has a true passion for what he does, which makes this recognition even more meaningful. We are all incredibly proud of what he has achieved.”

A Connecticut native, Jason lives in Danbury, Connecticut with his wife and their two daughters.

Charter Oak Insurance and Financial Services Co. is a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) and serves the risk management, business services and retirement and investment planning needs of nearly 80,000 * clients throughout the northeast. With offices in Brooklyn, Flushing, Hamden, Holyoke and Norwalk, Charter Oak considers helping others the heart of its business and is proud to support many philanthropic organizations in all of the markets it serves. To learn more, visit

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services LLC, Member SIPC, 330 Whitney Ave., Suite 600; Holyoke, MA 01040. Tel: 413-539-2000.

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.

*An insured, owner or payer of a Massachusetts Mutual (MassMutual) policy or contract.