Put your future into focus today.
Working with Us
Phil Casey
Financial Advisor
Introduction
As a Financial Advisor, I work to help people obtain Financial Independence. This may entail planning for retirement, saving for education, preserving wealth or leaving a legacy. Essentially, I assist my clients by setting up new accounts, consolidating assets, aligning their investments and providing expertise for our various platforms. Outside of work I enjoy mountain/fat biking, hiking and spending time with my family. I graduated from Weber State University in Social Works and the University of Phoenix with an MBA. I previously worked as an Employment Specialist with the State of Utah and as a Roofer with Casey Roofing.
Investment Planning
Creating an investment plan is more than a single event. Once a plan is created it will be adjusted to the various life circumstances. We'll work together through the years keep your investment strategies aligned with your goals and needs.
Advisory Services
If you are not an active stock trader, you may choose an advisory program consisting of a professionally selected platform of investments. With advisory programs, a fee is assessed that replaces traditional commissions. Advisory programs are not designed for excessively traded or inactive accounts and are not appropriate for all investors.
Comprehensive Services
As a Wells Fargo Advisors client, you'll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact, me. It's a distinct advantage of working with one of the world's premier financial institutions. In helping you address your financial needs beyond investing; I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.
CA Insurance License Number: 4231373. Resident State UT
Put your future into focus today.
Working with Us
We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we'll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success.
- Time — to get to know you and what matters most to you and your loved ones
- A personalized investment plan tailored to your unique life goals
- Scheduled reviews with you to help ensure you're on track to meet your objectives and risk tolerance
- Holistic, big-picture advice throughout your financial journey
We'll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life's financial opportunities and turning points. Once we've helped you explore your goals, we'll create an investment plan together to help support them.
Your Wealth. Our Focus.
We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.
Ready To Connect?
We Are.
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you