Danny Carestia, CFP®

Senior Wealth Advisor

For more than two decades, Danny Carestia has guided families and business owners toward financial clarity, purpose, and confidence. Since earning his CERTIFIED FINANCIAL PLANNER® designation in 1999, he has built a career on cultivating relationships grounded in trust, integrity, and shared values.

Danny believes wealth management is about more than accumulating assets – it is about preserving what matters most, passing on values and wisdom, and creating opportunities for future generations. He takes the time to understand each client’s story, listening closely to their goals, family dynamics, and aspirations. By aligning strategies with their values, Danny ensures that every financial plan reflects not only the client’s objectives but also the life they envision. His clients rely on his clear guidance, thoughtful insight, and commitment to helping their plans evolve alongside their lives.

Danny draws inspiration and strength from his partnership with his wife, with whom he has worked tirelessly to pursue their shared goals and instill their values in their children. Her dedication, perseverance, and unwavering commitment to family and work have kept their principles alive through challenges and triumphs alike. Her sacrifices have inspired Danny to remain focused and purposeful, driving him to achieve the goals and uphold the values that define their family.

Amanda Picallo

Administrative Assistant to Danny Carestia

Meet Amanda, a seasoned professional with a rich background in Office Administration and International Business, having earned her diploma from Centennial College in 1997. Her journey commenced at Zurich Life, where she contributed her knowledge to the group insurance customer service call center. This experience paved the way for her transition to Liberty Health in 2000, where she continued to excel in the same capacity.

In 2001, Amanda assumed the pivotal role of office manager at C-S Sprackman Insurance Agency. This opportunity not only deepened her understanding of the insurance industry but also allowed her to gain invaluable insights from a broker’s perspective.

With a reputation that preceded her, Amanda was sought after in 2007 to become the office manager at C&C Planning and Insurance Group. Her invaluable experience in managing office operations led her to her current position at Generations Family Wealth.

To ensure an all-encompassing and superior client experience, Generations Family Wealth has meticulously curated a team of proficient and reliable professionals. These external professionals serve as dedicated resources on matters ranging from insurance to taxes, as well as various business and family-related concerns.

Our commitment is to equip ourselves to respond adeptly to all your inquiries.