Daniel  Casey,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel Casey, CFP®

Financial Planner

United Planners' Financial Services of America

890 Hampshire Rd, Ste W
Westlake Village, CA 91361
(805) 371-4777


Daniel Casey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at United Planners' Financial Services of America in Westlake Village, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • Other - MBA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Disclaimer

Dan Casey is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC Westlake Financial Advisors LLC and United Planners are not affiliated.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care


Helpful Financial Planning Resources