Casey Kupper, CFP®, CFA, CAIA®

Casey Kupper

Wealth Advisor, Cadent Capital

Casey offers a diversity of investment and wealth management experience and expertise having served clients professionally for fifteen years. He has specialized knowledge in helping corporate executives, entrepreneurs, and other high-net-worth individuals and families.

In addition to working with clients, Casey has been dedicated to his professional development by earning the professional designations of CERTIFIED FINANCIAL PLANNER™ certificant and Chartered Financial Analyst (CFA) - the most respected designation for professionals in the investment industry. In addition to these, Casey is also a Chartered Alternative Investment Analyst charterholder.

Casey attended Texas A&M University and is a graduate of the University of North Texas with a B.S. in Economics. He also holds his Series 7, 63 and 65 licenses with Raymond James Financial Services, Inc. He is a member of the CFA Society of DFW, CFA Institute, Financial Planning Association - Dallas/Fort Worth Chapter and Dallas Estate Planning Council. Additionally, Casey has been quoted in articles for the Dallas Morning News.

Casey and his wife Michelle live in Colleyville with their children, Emma and Gray where they attend Good Shepherd Catholic Church. Casey enjoys cycling, chess and helping with various activities for Emma and Gray.

Raymond James is not affiliated with any organizations mentioned.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.