Casey Cason
Giving Peace of Mind by Helping People Prepare Financially for their Retirement and Maximize Their Tax Advantages.
- Role
- Financial Advisor Wealth Manager at Brookwood Investment Group, Llc
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Casey Cason
My personal mission is to help business owners to retire. So many owners have their money…
Experience
Financial Advisor Wealth Manager
Brookwood Investment Group, Llc
Aug 2021 — Present · Phoenix, AZ, US
Education
Grand Canyon University
Bachelors of Business Management, Business
2005 — 2008
The University of New Mexico
Masters, MBA
2009 — 2011
UNM Anderson School of Management
Masters Degree, Business and Finance
2009 — 2011
DeVry Institute of Technology
Associates of Apllied Science in Electronics, Electronics
1990 — 1992
Skills
- Equities
- Life Insurance
- Finance
- Wealth Management
- Retirement
- Strategic Financial Planning
- Financial Structuring
- Strategic Planning
- Investments
- Personal Financial Planning
- Financial Planners
- Series 7
- Insurance
- Series 24
- Asset Management
- Securities
- Public Speaking
- Estate Planning
- Financial Advisory
- Uniform Combined State Law
- Retirement Planning
- Finra
- 401k
- Investment Strategies
- Alternative Investments
- Financial Services
- Asset Allocation
- Mutual Funds
- Risk Management
- Fixed Income
- Investment Advisory
- Portfolio Management
- Fixed Annuities
- Small Business
- Iras
- Series 63
- Financial Modeling
- Financial Planning
- Leadership
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