Thomas J. Casey,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas J. Casey, CFP®

Senior Advisor

Belpointe Asset Management, LLC

3635 Twilight Pl
The Villages, FL 32163-4080
FINANCIAL ADVISOR'S WEBSITE
(352) 358-5298

General

Thomas Casey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Belpointe Asset Management, LLC in The Villages, FL and the surrounding communities.

Financial Advisor Overview

An independent fiduciary (one who works exclusively in the best interests of his clients) with more than 30 years of industry experience. Although clients have similarities, services are customized to each client because each client's situation is unique.

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Financial Advisor Experience

more than 30 years as a Certified Financial Planner professional

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: FL
  • Health/disability insurance: FL
  • Fixed annuities: FL

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

not affiliated with a broker-dealer

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Career Change, Investment Management, Estate Planning, Insurance, Real Estate, Job Loss, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources