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Wiser Wealth Management (view firm profile) 127 Church Street, Brumby Building, Suite 360 Marietta, GA 30060 casey@wiserinvestor.com |
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| Areas of Specialization | Portfolio Management, Tax Preparation and Estate Planning |
| Ideal Client |
A Wiser client is one that agrees with our investing principals of maintaining a diversified portfolio, keep investing cost low and always investing for the long term. |
| About Me | Casey earned a Bachelor of Science Degree with a major in Finance from Berry College, Rome, Georgia and earned his Series 7 and 66 while employed with financial firm in Atlanta. Unhappy with the brokerage product pushing agenda, Casey became a Registered Investment Advisor and formed Wiser Wealth Management. Casey has earned the Master of Estate Preservation designation and has attended tax training school in order to better manage his clients wealth.
Casey is a member of the Marietta Busines... |
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| Client Reviews 0 Positive | 0 Negative |
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| Endorsements | N/A |
| Site Answers | When everyone is talking about an investment, then it is time to lower your position or stay away. What we are seeing in Gold right now is similar to what we saw in Oil in 07/08 in that both are being hyped by the financial media and "companies" trying to sell their respective products. Gold in a portfolio is ok, but no more than 5%. Here is a blog you might want to read http://www.wiserinvestor.com/gold-revisited/ as well as this one http://www.wiserinvestor.com/why-commodities-are-different/... |
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| Blog Entries | How Do You Explain ETFs to Your Clients? |
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| Qualifications | |
| Securities Licenses | 7 |
| Insurance Licenses | N/A |
| Financial Service Experience | 9yrs. |
| States Licensed In | GA |
| Willing to do business in other states? | Yes |
| Resume | |
| Work Experience | Wiser Wealth Management, Inc 2001 - Current AXA Equitable 2000 - 2001 |
| Education | Berry College, Campbell School of Business, Finance National Tax Training School Master of Estate Preservation - The Estate Plan |
| Awards | N/A |
| Associations | Marietta Business Association |
| Community Involvement | N/A |
| Publications | www.wiserinvestor.com www.indexuniverse.com www.etfmarketpro.com Your Trading Edge Magazine Kiplinger Magazine The WallStreet Journal CNN Radio |
| Speaking Engagements | Inside ETF Conference 2010, Boca Raton Inside ETF Conference Europe 2010, Amsterdram. Inside ETF Conference, Boca Raton 2009 ETF Conference, Singapore 2009 Berry College, Berry Investment Group 2009 Atlantic Southeast Airlines 401K Workshop 2009 |
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