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
Casey Van Zutphen
Partner, Chief Investment Officer, Portfolio Manager
Intrinsic Wealth Counsel
United States, California, Tustin
About Me
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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