“At the end of the day I’m in the peace of mind business. The goal is always to feel great, not just in the moment, but for the future.”
Casey Slemmons, CFP®
Planner I Literary Enthusiast
Casey began his financial career focusing on retirement plans and pre-retirement counseling, broadening his focus through education and experience over the last 15+ years. He utilizes this knowledge to help clients at every juncture of their financial lives. He works in partnership with clients to make wise decisions for their businesses and families.
Casey appreciates the unique story and situation of every client, building a relationship of trust to best assist their needs. This client centric approach creates a foundation of values and goal planning before applying any strategy, technique, or advice. Casey works to simplify complex financial plans to ease the anxiety of making difficult life decisions. He understands that the purpose of the “math” part of wealth management is to fund the more important aspects of our lives.
Casey has been a member of the Santa Barbara community for over 20 years and enjoys spending time outdoors, reading, cooking, and spending time with his family.