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Casey Hatcher

Financial Operations Manager, Certified Financial Planner

Secura Financial Planning & Wealth Management

United States, California, Orange

About Me

Casey Hatcher, CFP® has been in the Financial Services field since 2008. He holds a Bachelor of Arts in Consumer Affairs from California State University Long Beach and is focused on helping clients reach their financial goals by providing personalized, knowledgeable advice in many investment products. Casey believes success should be measured not just by your financial well-being, but by how confident you feel about your future. His mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. A native Californian, Casey enjoys bowling and c

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Profile Information

Financial Operations Manager, Certified Financial Planner

Secura Financial Planning & Wealth Management

Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Orange

California

United States

Oct 5, 2024

Work Experience

Secura Financial

Certified Financial Planner
Nov 2019 - Present
Email: casey@securawm.com

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