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Founder & Financial Consultant

Lily Casacchia

Lily Casacchia began her professional path in finance in January 2025, motivated by a genuine desire to make financial education clear, accessible, and life-changing. After years of informally helping friends and family organize their personal finances, she recognized the lack of humanized support in the financial industry—and decided to fill that gap. That decision became the foundation of Safe Money Financial.

Today, she offers personalized consulting focused on retirement planning, life insurance with living benefits, and annuities—always with empathy, ethics, and a practical mindset. Fluent in Portuguese and English, she works closely with Brazilian families and entrepreneurs across the U.S., building trust through clear guidance, real solutions, and a commitment to each client’s goals. Every strategy is designed to empower, educate, and bring peace of mind for the long term.

Florida Department of Financial Services G216811