Casey is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. He is a minority owner of Intrinsic Wealth Counsel, Inc., and his focus for the firm is portfolio management and investment research. Casey operates our second office location in Tustin, CA, and visits our Tempe, AZ office regularly.
He is a member of the Financial Planning Association of Orange County and the CFA Society of Orange County.
Casey graduated Magna Cum Laude from the University of Arizona with a B.S. in Biochemistry and Molecular Biophysics, and during such time completed 2 years of research in the area of neurophysiology. After university, Casey taught English in Japan. While traveling and enjoying the culture, he became fluent in Japanese, learned martial arts, and developed life-long relationships.
Casey enjoys spending time with his wife and two boys, coaching and serving on the board of their local Little League baseball league, and learning Japanese fencing and swordsmanship. He holds a fifth degree rank in Kendo and a first degree in Iaido.