The Team

Casey & Associates
Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Curtis Mark Casey

Curtis Mark Casey

Financial Advisor

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Designations

CFP®, CLU®, RICP®, CLTC®, APMA®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

BBA - University of New Mexico - Robert O. Anderson School of Management
CA Insurance #0N01693

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Our Staff

Elliot R. Casey

Elliot R. Casey

Marketing Specialist

Operations Specialist
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Roles & Responsibilities

  • Manage client event coordination and implementation.
  • Assist clients with technology concerns and needs.
  • Assist in practice operations.