Casey Kleiner
CFP®
Relationship Manager
Casey is a Certified Financial Planner® with nearly a decade of experience at one of the nation’s largest wealth management firms. He is a strong advocate for comprehensive financial planning, believing it provides clients with clarity, confidence, and a sense of control over their financial future. Casey takes a holistic approach to advising, integrating investment strategy with proactive tax planning and thoughtful estate considerations to help clients improve tax efficiency, preserve wealth, and align financial decisions with long-term legacy goals.
“Through thoughtful financial planning, Casey turns complexity into clarity so every decision feels grounded and intentional.”
Education
Bachelors in Finance
Arizona State University
Certifications/Memberships
CERTIFIED FINANCIAL PLANNER® Professional
Series 7, 63, and 66 Securities Licenses
Casey is an Arizona native and loves his Arizona State Sun Devils, along with all other Arizona sports teams. When he is not in the office, Casey and his wife, Dallas, look for any excuse to travel and visit the nearest beach or their family cabin in Pinetop.
