Colin Casey, CFP®, CEPA®
Wealth Advisor
Phone: 248-647-2400 ext. 222
Text: 248-283-4981
Fax: 248-647-1643
Email: colin@stonebridgefinancialpartners.com
About Me
After more than a decade in the Financial Services industry Colin persistently strives to keep his clients finances organized, invested appropriately, and taxed as efficiently as possible. Colin’s comprehensive wealth planning guidance strives to position his clients to navigate complex financial realities and take control of their financial futures. A graduate of Michigan State University with a BA in General Business Management, Colin now delivers proficiency within the areas of financial planning, tax planning, insurance, estate planning, retirement saving and helping business owners pursuing the maximization of the value they created within their businesses.
Away from the office Colin enjoys a healthy lifestyle and participates in adult league hockey. He is an active member of the Detroit Athletic Club. While attending MSU, he played Club Baseball all four years. Colin is active in local charities and a Christian. He and his family enjoy warm weather season the most and the beach.
Expertise & Focus
Business Owner Exit Planning and Pre-Retiree Planning
Licenses, Awards, & Recognitions
CFP® - Certified Financial Planner and CEPA™- Certified Exit Planning Advisor designations.
