Casey B. Weade, CFP®, a leading retirement planning professional, has been a sought after speaker in northeastern Indiana on progressive personal finance and retirement planning strategies for nearly a decade.
Mr. Weade works to provide comprehensive financial planning strategies to pre-retired and retired individuals, helping them achieve total wealth optimization and reliable income sources in retirement. A firm believer in achieving success through a personalized strategy, Mr. Weade acts as each individual’s financial coach working to optimize their current financial situations by managing and minimizing financial risks, tax liabilities and positioning accounts for continued growth – regardless of market volatility.
Mr. Weade graduated from Stetson University with a Bachelor’s degree in Finance as a member of the honorary finance fraternity Beta Alpha Psi. He then went on to earn the prestigious Certified Financial Planner™ (CFP®) certification through Kaplan University. He is also an Investment Advisor Representative (IAR), permitting him to advise on a variety of investments, as well as life, accident, and health insurance licensed and Long-Term Care Certified.
To go along with these credentials Casey is also an approved member of the Extended Fiduciary Network™ (EFN), National Ethics Bureau™ (NEA), Better Business Bureau® (BBB), and the Financial Planning Association (FPA).
What are your thoughts CLICK HERE to leave us a "Your2Cents” comment.
TextCaster alerts from Indiana's NewsCenter are your defining source for instant information delivered right to your cell phone and email. It's free, easy and instant. Sign-Up Now!
Powered by Summit City Chevrolet
© Copyright 2013 A Granite Broadcasting Station. All rights reserved. This material may not be published, broadcast, rewritten or redistributed.
Textcaster
Facebook
Twitter