Casey Herron
Independent Branch Leader and Financial Consultant at Charles Schwab: Helping clients own their tomorrow
- Role
- Independent Branch Leader and Financial Consultant at Charles Schwab
- Location
- Missoula, MT, US
- LinkedIn followers
- 500 followers
About Casey Herron
As a Schwab Independent Branch Leader and Financial Consultant, I lead an independent…
Experience
Independent Branch Leader and Financial Consultant
Apr 2021 — Present
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Education
American Society of Pension Professionals & Actuaries (ASPPA)
Pension Consulting
2012 — 2013
Creighton University
Master of Investment Management and Financial Analysis (MIMFA)
2013 — 2017
University of Northern Colorado
Bachelor of Science in Business Administration, Finance and Marketing
2005 — 2009
Boston University
Certificate in Financial Planning
2011 — 2012
Golden Gate University, Edward S. Ageno School of Business
Master of Science in Advanced Financial Planning with a Concentration in Financial Life Planning
2018 — 2020
Boise State University
Finance
2004 — 2005
Skills
- Separately Managed Accounts
- Holistic Financial Planning
- Investment Strategies
- Mutual Funds
- Etfs
- Investments
- Retirement Plan Consulting
- Financial Advisory
- Fixed Annuities
- Retirement Planning
- Iras
- Wealth Management
- Portfolio Management
- Annuities
- 529 Plans
- Financial Planning
- Roth Ira
- Asset Allocation
- Qualified Retirement Plans
- Personal Tax Planning
- Retirement
- Microsoft Office
- Alternative Investments
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