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.
Affiliated with Capital Analysts or Lincoln Investment., Casey was previously a member of the firm's advisory committee, the purpose of which is to share ideas with its corporate officers to enhance the services for all the clients. 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 Capital Analysts or Lincoln Investment.