Daniel
Casey
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Daniel Casey is a financial advisor based in Westlake Village, California, working with United Planners' Financial Services Of America A Limited Partner. Daniel has previously held positions at University Of California Los Angeles, United Planners' Financial Services, Aarp, University Of California Santa Barbara, Daniel Casey Insurance, Westlake Financial Advisors LLC, and Ucla Extension. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Daniel is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Westlake Village, California. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Daniel Casey Work History
Westlake Financial Advisors LLC
United Planners' Financial Services
University Of California Los Angeles
Aarp
Daniel Casey Insurance
University Of California Los Angeles
Ucla Extension
University Of California Santa Barbara
Disclosures
Please visit the SEC profile of Daniel Casey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
