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Our financial advice team


Casey Norton

Casey Norton

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
AIM Wealth Advisory Group
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Charitable Giving
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Interests

Spending time with great friends, family and my dog-Maddy.

Staying fit with weight training and yoga sessions.

Sports including basketball, snowboarding, golf and boxing.

Involvement and participation with charitable organizations.

Enjoying the beautiful Pacific Northwest from the mountains to the coast.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Securities Licenses: 7,66
  • Life & Health Insurance License

Education

  • Western Oregon University - Bachelors of Science - Finance, Suma Cum Laude

Community participation

Project Pooch, Inc., A non-profit organization 501c(3):Volunteer and Donor http://www.pooch.org

Big Brother Big Sister of America, A non-profit organization501c(3): Donor http://www.bbbs.org