K. Casey Mahan, CFP®, AIF®
President and managing principal at StoneCrest Wealth Management, Casey has been working with high-net-worth clients to help them achieve their personal financial goals since 1992. He is a FINRA registered representative (Series 7, 24, 63), CFP® professional, AIF®, licensed agent for life, health, disability, long-term care, and annuities. Casey also provides tax planning*, trust planning and assists business owners with succession planning strategies as well as employee benefit programs.
As a CERTIFIED FINANCIAL PLANNER™ professional, Casey is held to the highest of standards and obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP® Board’s Code of Ethics. The Rules of Conduct require CFP® professionals to put client interests ahead of their own at all times, and to provide their financial planning services as a “fiduciary”—acting in the best interest of the client.
Casey graduated from Arizona State University in 1990 with a degree in finance. He has been named a Five Star Wealth Manager, one of NABCAP's Top Financial Advisors and one of the Top 40 Financial Advisors in Phoenix.
A sports enthusiast (GO CARDINALS/D-BACKS) and an avid golfer, Casey is most comfortable going to the gym and throwing some iron around.
*Tax services are not offered through nor supervised by Raymond James or Kingswood Capital Partners.