Meet Casey
Casey Frye specializes in crafting comprehensive strategies tailored to help individuals and families manage their wealth. Reflecting on their approach, Casey explains, “Our process begins by collaborating with clients to pinpoint their short- and long-term financial objectives. From there, we design an actionable plan that’s aligned with their goals.”
Casey is a CERTIFIED FINANCIAL PLANNER professional and earned his Bachelor’s degree from California State University, Sacramento, in 1997. He is also a former Board Member of the Financial Planning Association of Northern California.
Casey enjoys golf, boating and playing music. He and his wife, Kathi, have a daughter and two sons, and they devote most of their time to cultivating love and laughter in their home with family and friends.
Qualifications
- 27 years financial industry experience
- BA Communication Studies, California State University, Sacramento
- CFP®