Fort Wayne, IN 46804
Casey Weade is a retirement planning professional and published author, as well as a sought after speaker in northeastern Indiana on retirement planning strategies.
Casey B. Weade, CFP®, RICP® and president of Howard Bailey Financial, Inc.™, is a retirement planning professional and published author. He has been a sought-after speaker on progressive personal finance and retirement planning strategies in northeastern Indiana for nearly a decade, and hosts “The Purpose-Based Retirement™” TV and radio shows weekly. In addition, Casey has been featured in national media outlets such as The Wall Street Journal, USA Today, and CNBC, and is an ongoing contributor for the financial publication, Kiplinger,.
Mr. Weade strives to provide comprehensive financial planning strategies to pre-retired and retired individuals, helping them achieve total wealth optimization and reliable income sources in retirement. As a firm believer in establishing a clear purpose for an individual’s financial future, Casey acts as a financial coach by optimizing current financial situations and looking for the money that is falling through the cracks.
Casey graduated from Stetson University with a Bachelor's degree in Finance and as a member of the honorary finance fraternity, Beta Alpha Psi. He then went on to earn the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in addition to being a Retirement Income Certified Professional® (RICP®). He is also an Investment Advisor Representative (IAR), as well as life, accident and health insurance licensed and Long-Term Care Certified.
To go along with these credentials, Casey is a member of the Forbes Finance Council, National Ethics Bureau (NEA), Better Business Bureau (BBB), American Association of Independent Advisors (AAIA) and the Financial Planning Association (FPA).
To schedule a time to discuss your financial future, contact us at firstname.lastname@example.org or call us at 260-482-9559 today!
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Investment Advisory Services may be offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor or Howard Bailey Securities, LLC, a registered investment adviser. Global Financial Private Capital, LLC and Howard Bailey Securities, LLC are not affiliated.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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The trademarks “Purpose Based Retirement,” “The Purpose Based Retirement,” and “Howard Bailey Financial” are registered trademarks ofHoward Bailey Financial. All rights reserved.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Casey Weade at (260)482-9559 or email@example.com.