An extraordinary emphasis on planning and personal service

Casey T. Patrick, CFP®

CERTIFIED FINANCIAL PLANNER™
casey@patrickfinancial.com
LinkedIn

Casey is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds several securities licenses and has more than 15 years of experience in the financial services industry. After beginning his career at Edward Jones in 1999, he established Patrick Financial Group in 2004 in an effort to expand services to his clients. Today, Casey serves as president of Patrick Financial Group and offers expertise in areas such as advanced financial planning, portfolio management and business development.

Casey is a graduate of the University of Florida, where he earned a bachelor’s degree in finance and business administration. In 2004, he graduated from Oglethorpe University’s Certified Financial Planner program and earned his CFP® certification.

By being certified by the CFP Board, Casey has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.

With a strong belief in giving back to the community in which he serves, Casey has devoted a significant amount of his time to various community organizations, such as the Vinings Rotary Club and Vinings Village Civic Club.

Casey was born and raised in the Florida Panhandle and moved to Atlanta in 1999. He and his wife, Maureen, have been married since 2002 and have three beautiful children, Casey, Sean and Caroline. In his free time, Casey enjoys spending time with his family and is an avid outdoorsman and a supporter of the University of Florida athletics program.

CFP® | Certified Financial Planner™ |

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.