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

Thomas J. Casey, CFP®

Senior Wealth Advisor

Belpointe Wealth Management

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 Wealth Management 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 35 years of industry experience. Although clients have similarities, services are customized to each client because each client's situation is unique.

More

Financial Advisor Experience

more than 35 years as a Certified Financial Planner professional

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

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, Investment Management, Estate Planning, Insurance, Real Estate, Retirement, Life Planning, Long-term Care, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources