Jeff Casey
Jeff Casey, CFP®
Financial Planner
Financial Service Representative


CA Insurance License Number: 0E66264
Financial Planning Division
An office of Metlife

Our Mission: To enrich the quality of life of our clients Our Values: Leadership, Excellence, Integrity, Advice & Sensitivity

Welcome! What, exactly, is “financial planning?” There is no right or wrong answer. Each person has his or her own definition. But, I can tell you that I consider “financial planning” to be more than spreadsheets and time tables. As a financial planner, my goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom. I will work with you to help you determine what’s important to you in your life. Together, we’ll create a road map to take you where you want to be. You can count on me to be your guide and most trusted advisor. I am licensed and registered to offer products and services in California & Washington. Please contact this office for further information.

I am licensed and registered to offer products and services in [CA, WA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

L0511179945[exp1212][All States][DC]

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