Casey Salm Cortright is a certified financial planner, wealth manager and analyst with more than 20 years of experience in the financial services industry. He has written several books on personal finance and asset allocation, and he has appeared on several television programs, including NBC’s Dateline and CNBC. His success as a financial professional is due to his dedication to providing his clients with the best possible advice.
In addition to being a certified financial planner, wealth manager and analyst, Casey is also a licensed insurance agent in the state of New Jersey. This gives him the ability to provide his clients with specific insurance products that suit their needs. He understands that choosing the right type of insurance can be difficult for many people- so he makes it easy for his clients by providing recommendations based on his analysis of each client’s individual situation.
Casey received his undergraduate education at the University of North Carolina at Chapel Hill and then attended the University of Pennsylvania’s Wharton School to earn his MBA. During his education, he learned how to effectively manage his clients’ personal finances. His training in finance has equipped him with the knowledge and skills to provide them with sound financial advice. In addition to being a certified financial planner, wealth manager and analyst, Casey is also a licensed insurance agent in the state of New Jersey. This gives him the ability to provide his clients with specific insurance products that suit their needs.
