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Casey Van Zutphen

Partner, Chief Investment Officer, Portfolio Manager

Intrinsic Wealth Counsel

United States, California, Tustin

About Me

Casey is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. He is a minority owner of Intrinsic Wealth Counsel, Inc., and his focus for the firm is portfolio management and investment research. Casey operates our second office location in Tustin, CA, and visits our Tempe, AZ office regularly. He is a member of the Financial Planning Association of Orange County and the CFA Society of Orange County. Casey graduated Magna Cum Laude from the University of Arizona with a B.S. in Biochemistry and Molecular Biophysics, and during such time completed 2 years of research in the area of neurophysiology. After university, Casey taught English in Japan. While traveling and enjoyin

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Profile Information

Partner, Chief Investment Officer, Portfolio Manager

Intrinsic Wealth Counsel

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Tustin

California

United States

Jan 11, 2025

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