Steven Castrello

Before Steve became an advisor 12 years ago his career was on the institutional side of the business.  

As a derivatives trader on the American Stock Exchange floor, it was his responsibility as lead market maker to provide liquidity for his own account & keep fair and orderly options markets in stocks that included: Merrill Lynch, Proctor & Gamble and Amgen.

Steve also had the same duties in the ETF markets as well. He left the floor and took on the role as Sales Trader where he executed client order flow for many of the top quant, risk arbitrage, distressed debt and long/short equity hedge funds in the industry. Steven uses this institutional experience and knowledge to give high level of investment advice and client service.

Steven is married with 3 children ages 16, 14 & 10 and resides in Nyack NY. He is involved with his local parish and volunteers his time for many different philanthropic causes. On some days he loves playing golf. He loves to read, hike, tennis , travel and baseball where he received an athletic scholarship to George Mason University.

Fiona Rose

Fiona joined Acorn Financial in 2022 with the intention of helping to grow Dan's social media presence, oversee communication with his clients and revitalize client appreciation events in the post-pandemic time. She is a graduate of Middlebury College. 

Fiona grew up in Bergen County but has lived in Ringwood with her husband, two daughters and their dog since 2004. She was active in the Ringwood Educational Foundation and the Cupsaw Lake Beach Club for many years, and recently joined the Ringwood Public Library - Friends of the Library as a Co-Chair.

Fiona enjoys reading, hiking with her dog and spending time at the lake.

Oscar Osores, Jr.


Oscar is a graduate of William Paterson University with a BA in Economics and a BS in Biology. He joined Acorn Financial in the summer of 2022. Oscar's primary role is to assist Dan in all financial planning needs for the clients, utilizing eMoney and Morningstar reports. 

In his free time, Oscar coaches a little league baseball team in Haledon, enjoys traveling - particularly to his home country, the Dominican Republic - and is an active member of the Calvary Temple International church.

Lori Colin CFP

I can help you to take care of and protect yourself and your family with wise investment, retirement, and insurance choices.

Certified Financial Planner

Investment Adviser Representative/ Registered Representative

Investment, Retirement, and Insurance Planning

201-632-1370

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Company Info

Main Office
290 West Mount Pleasant Avenue
Suite 2300, Livingston, NJ 07039
Phone: 973-994-0100
Toll Free: 800-933-7344
Fax: 973-994-2986

Office Locations