Jim Casey, CFP®

Jim Casey, CFP® is passionate about his clients and their financial needs. This passion is the foundation of his financial planning practice which he created twenty years ago. He began his wealth management career with a unit of Bank of America where he worked assisting clients in private wealth management for eight years. It is this experience that has given Jim the particular insight to the needs of the individual investor. He joined LPL Financial and for over 17 years he has developed and successfully managed his own financial wealth management practice. His practice is client-centric and dedicated to servicing his clients as they execute strategies to pursue their financial objectives. Jim works diligently with his clients to crystallize their financial goals, develop a comprehensive plan to work toward these goals and then monitor the resulting plan on to make mid-course corrections, where necessary, to ensure all financial goals are still on track. Because of this "planning" driven approach, he emphasizes long-term relationships which are the cornerstone of his business practice. Thorough and innovative, Jim assists numerous successful professionals, business owners and retirees in the South Florida area. He believes his approach is a perfect match for individuals who want a well-conceived financial plan stressing long-term, value-oriented investing supported by effective tax and estate planning strategies.

Jim is a CERTIFIED FINANCIAL PLANNER™ Practitioner. He is a graduate of the University of Florida. Jim is active in the Fort Lauderdale community with Covenant House Florida, River Walk Trust, and various nonprofit organizations.