Casey Cleveland Partner, Financial Advisor
“We help clients establish goals for retirement, and then work as a team to help turn those goals into reality.”
(503) 670-1958 · firstname.lastname@example.org
Casey Cleveland, CFP® & ChFC®, is one of the founding partners of CGC Financial Services. Graduating from Gonzaga University in 1996 with a B.A. in Finance and International Business, Casey built up his credentials as a financial advisor before co-founding CGC Financial Services in 2006. His accreditations as a Certified Financial Planner and Chartered Financial Consultant make him uniquely qualified to provide clients with service and advice that is tailored to their stage in life.
Casey endeavors to use his experience with investments and wealth management to built a reputation for sound planning and excellent service. From retirement and estate planning to stock options and investment management, Casey’s extensive knowledge of the industry affords him the opportunity to offer each client a broad base of options for their portfolio. He intends to help create lasting relationships with his clients so that they can embrace retirement as a new stage of life.
Outside the office, Casey enjoys nothing more than a ski trip or camping adventure with his family. He is also an avid lacrosse player.
BA in Finance & International Business, Gonzaga University
- Certified Financial Planner™
- Chartered Financial Consultant®
- Series 7, 24, 4, 51, 53, 66
- Life and health insurance registrations