Casey Jones, CFP®, CRPC®

Client Vision 

Casey is a driven individual who places his faith, integrity and relationships above all else. He loves getting to know clients, their stories and strives to give them the best financial advice and strategies based on their goals and objectives. This passion in getting to know and help others, along with events that occurred in his own life, led him to an interest in the financial planning industry. 

He graduated from the University of Georgia with a Bachelor of Business Administration in Finance, through the Terry College of Business. After graduation he started working with the largest financial planning firm in America and obtained vast and meaningful knowledge before joining Wealth Integrity Financial. Casey has over 10 years of experience in the industry and is a CERTIFIED FINANCIAL PLANNER™ professional. Casey also holds his FINRA Series 7 and 66 securities license currently held by LPL Financial and his Georgia Life, Accident & Sickness Insurance License and Variable Products License. 

CERTIFICATIONS and DESIGNATIONS:

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Planning Counselor^SM
• General Securities Representative, FINRA Series 7**
• Uniform Combined State Law, FINRA Series 66**
• Life and Health Insurance License
• Variable Products License

Outside the Office 

Casey is a husband to his amazing wife, Christian and a father to his adorable baby boy, Cooper who was born in March of 2023. He enjoys the outdoors, golfing, working out, cooking, traveling and staying active with friends and family. He is passionate about exploring new cultures and loves discovering new horizons abroad.