Casey Cason
Tax Reduction Specialist at Estate Planning Team | Greater Phoenix Area
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Tax Reduction Specialist at Estate Planning Team in January 2021 to Present
Wealth Manager at World Equity Group in July 2019 to Present
Wealth Manager at Questar Capital in September 2017 to Present
Wealth Manager at Woodbury in March 2019 to January 2021
Wealth Manager at Gradient Securities in December 2016 to September 2017
Cue Financial/Foothill Securities, Inc at Foothill Securities, Inc/Cue Financial in October 2013 to December 2016
Wealth Manager at Cetera Advisor Networks LLC in April 2008 to October 2013
OSJ Branch Manager (compliance and operations) at Cetera Advisor Networks LLC in March 2008 to May 2011
AVP Regional Compliance and Operations Manager at Cetera Advisor Networks LLC in March 2007 to May 2011
Senior Wealth Manager at Woodbury
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The University of New Mexico, Masters, January 2009 to January 2011
UNM Anderson School of Management, Masters Degree, January 2009 to January 2011
Grand Canyon University, Bachelors of Business Management, January 2005 to January 2008
DeVry Institute of Technology, Associates of Apllied Science in Electronics, January 1990 to January 1992
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Financial Services
Financial Modeling
Financial Planning
Financial Advisory
Financial Structuring
Personal Financial Planning
Retirement Planning
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Discover more about Estate Planning TeamWhat is Casey Cason email address?
Email Casey Cason at [email protected] and [email protected]. This email is the most updated Casey Cason's email found in 2025.
What is Casey Cason phone number?
Casey Cason phone number is 480-771-4010 and 505-323-4233.
How to contact Casey Cason?
To contact Casey Cason send an email at [email protected] or [email protected] you want to call Casey Cason try calling on 480-771-4010 and 505-323-4233.
What company does Casey Cason work for?
Casey Cason works for Estate Planning Team
What is Casey Cason's role at Estate Planning Team?
Casey Cason is Tax Reduction Specialist
What industry does Casey Cason work in?
Casey Cason works in the Financial Services industry.
Casey Cason Email Addresses
Casey Cason Phone Numbers
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