Casey Frye, CFP®

Casey Frye, CFP®

Financial Advisor

Casey Frye focuses specifically upon developing comprehensive strategies for managing wealth.  Of their business today, Casey says, “The first thing we do with clients is help them identify their short and long term financial goals. Then we develop a customized plan that is both appropriate and comfortable”. Casey is a CERTIFIED FINANCIAL PLANNER™ professional and earned his Bachelor’s degree from California State University, Sacramento, in 1997.  He is also a former Board Member of the Financial Planning Association of Northern California.
Casey enjoys golf, boating and playing music in his local church.  He and his wife Kathi are raising their three children and devote most of their time to cultivating love and laughter in their home. 

Professional Details
  • Series 7, Series 65, Series 63, Series 24
  • CA Lic. 0C19479
    Life insurance, Long Term Care and Disability Insurance

Casey Frye, CFP®  holds the following registrations:
BM/Supervisor; Securities Agent: AZ, CA, CO, FL, HI, ID, IN, MA, MN, MT, NC, NV, OK, OR, TX, VA, WA, WY; General Securities Representative; Investment Advisor Representative 

Phone 916-789-8778
Fax 916-472-6776