As a Wealth Management Advisor at Foronjy Financial, Casey brings his depth of industry knowledge, strong work ethic, and his positive attitude to the team.
Before joining Foronjy Financial in early 2018, Casey spent over a decade with Fidelity Investments in the Private Client Group. He was known as the subject matter expert for having the experience to solve complex issues for Fidelity's most affluent clientele.
Casey grew up on the Central Coast of California where his father was also in the Investment Profession. Casey fondly recalls joining his father at the office on weekends as a youth to assist him. Casey always had an aptitude for finance and mathematics as well as a genuine desire to help people.
When not hard at work, he can be found golfing or strolling the Santa Barbara waterfront with his wife Hayley, and his English Bulldog, London.