Tom Casey CFP®, APMA®
Financial Advisor/ Financial Planning Specialist/ Bridgewater Advisors
Areas of focus
- Investment Management
- Retirement Planning Strategies
- Tax Planning Strategies
- Cash Flow Management Strategies
- Retirement Income Strategies
Education
- B.A. - Finance, St. Ambrose University, Davenport, IA
Qualifications
- CFP® or CERTIFIED FINANCIAL PLANNER® certification
- APMA® Accredited Portfolio Management Advisor™