Keenan Casey, CFP®
Keenan Casey is a dedicated CERTIFIED FINANCIAL PLANNER™ with over a decade of experience in the financial industry. Since earning his Bachelor’s Degree in Economics from Kalamazoo College in Michigan, where he also studied abroad at the University of Strasbourg, Keenan has gained a broad and varied foundation in comprehensive financial planning. His expertise spans cash flow management, investment advice, estate planning, tax planning, rental property management, and mortgages.
Keenan’s career includes experience with both large and boutique financial firms, from a major brokerage/registered investment advisor (USAA) to a small tax-focused, flat-fee planning firm and a fintech flat-fee advisory. These diverse roles have equipped him with the insights and knowledge to launch his own fiduciary, flat-fee practice focused on delivering tax-efficient and client-centered financial advice.
Passionate about helping individuals and families achieve their financial aspirations, Keenan combines his expertise with a commitment to service. Outside of work, he enjoys skiing, golfing, hiking, reading, exercising, and engaging in outdoor activities.
contact Keenan.
keenan@corepln.com
(248) 895-9875