Casey Weade, Cfp® Clu® Ricp® Chfc®

Casey Weade, Cfp® Clu® Ricp® Chfc® Email and Phone Number

CEO & Founder at Howard Bailey Financial™, Bestselling Author, Host of the Retire With Purpose podcast @ Howard Bailey Financial, Inc.
Casey Weade, Cfp® Clu® Ricp® Chfc®'s Location
Fort Wayne, Indiana, United States, United States
About Casey Weade, Cfp® Clu® Ricp® Chfc®

I believe in developing retirement planning strategies that are driven by meaning and purpose. After achieving financial independence in my late 20s, I came to the realization that without purpose, we lack direction. This led me to develop Howard Bailey Financial's propriety planning process, known as the Retire With Purpose™ Framework. As the Founder and CEO of Howard Bailey Financial™, my mission is to help people find their purpose AND financial confidence through the guidance and resources provided by our team. In addition to leading our growing staff, I host the weekly Retire With Purpose radio show, as well as the Retire With Purpose Podcast. I am also a multiple-time author, with my latest book, “Job Optional*,” reaching #1 on the Amazon Best Seller list in Retirement Planning, and #5 on the Wall Street Journal Nonfiction eBook Best Seller list.I graduated from Stetson University with a Bachelor's degree in Finance. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), and am also a certified Chartered Financial Consultant® (ChFC®). In addition, I am an Investment Advisor Representative (IAR), and am licensed in life, accident, and health insurance, as well as Long-Term Care Certified.

Casey Weade, Cfp® Clu® Ricp® Chfc®'s Current Company Details
Howard Bailey Financial, Inc.

Howard Bailey Financial, Inc.

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CEO & Founder at Howard Bailey Financial™, Bestselling Author, Host of the Retire With Purpose podcast
Casey Weade, Cfp® Clu® Ricp® Chfc® Work Experience Details
  • Howard Bailey Financial, Inc.
    Ceo & Founder
    Howard Bailey Financial, Inc. Jul 2011 - Present
    Fort Wayne, Indiana, Us
    At Howard Bailey Financial™, I lead our team in helping to elevate the meaning and purpose in the lives of others, allowing them to let go of what’s next, and focus on where they can make the biggest impact today. Utilizing our Retire With Purpose™ planning framework, we develop custom-tailored retirement plans that reflect our clients' values and goals, all aimed to help everyone we work with live a "Job Optional" life.
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  • Forbes Finance Council
    Official Member
    Forbes Finance Council Dec 2016 - Dec 2020
    Boston, Ma, Us
    As a member of the Forbes Finance Council, I authored three articles published online.
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  • Kiplinger
    Columnist
    Kiplinger Jan 2016 - Nov 2018
    Washington, Dc, Us
    I partnered with Kiplinger to author eight articles based around various retirement and financial planning concepts, including advisor compensation and credentials, pensions, annuities, and tax strategies.
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  • Davenport Financial
    Vice President
    Davenport Financial Apr 2010 - Jun 2011
    I worked alongside the founder of Davenport Financial and my father, Ron Weade, mentoring and learning the ropes of the financial world, which in turn set the stage for my passion for retirement planning.
  • Scott Financial Organization
    Servicing Representative
    Scott Financial Organization Jan 2010 - Mar 2010
    I specialized in advising and servicing life insurance and annuities to clients.
  • Davenport Financial
    Director Of Sales And Marketing
    Davenport Financial Jul 2008 - Mar 2010
    I developed a variety of marketing programs, processed new business, gathered client data, developed financial plans, organized and presented financial seminars.
  • Davenport Financial
    Seminar Administrator
    Davenport Financial Jun 2005 - Jun 2008
    I worked alongside a financial planner, developing financial plans, and organizing/developing seminars.
  • Aflac
    Sales Representative
    Aflac Jul 2008 - Nov 2008
    I worked with the team to develop the Aflac network in the Fort Wayne area.
  • Casa Ristorante Italiano
    Server
    Casa Ristorante Italiano May 2007 - Sep 2007
    Sydney, New South Wales, Au
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  • Biaggi'S Ristorante Italiano
    Server
    Biaggi'S Ristorante Italiano May 2006 - Sep 2006
    Bloomington, Illinois, Us
    View
  • Tippecanoe Lake Country Club
    Bag Boy
    Tippecanoe Lake Country Club Apr 2000 - Jul 2003
    Leesburg, Indiana, Us
    View

Casey Weade, Cfp® Clu® Ricp® Chfc® Education Details

  • Stetson University
    Stetson University
    Marketing
  • Kaplan University
    Kaplan University
    Finance
  • Img Academies
    Img Academies
    Golf

Frequently Asked Questions about Casey Weade, Cfp® Clu® Ricp® Chfc®

What company does Casey Weade, Cfp® Clu® Ricp® Chfc® work for?

Casey Weade, Cfp® Clu® Ricp® Chfc® works for Howard Bailey Financial, Inc.

What is Casey Weade, Cfp® Clu® Ricp® Chfc®'s role at the current company?

Casey Weade, Cfp® Clu® Ricp® Chfc®'s current role is CEO & Founder at Howard Bailey Financial™, Bestselling Author, Host of the Retire With Purpose podcast.

What schools did Casey Weade, Cfp® Clu® Ricp® Chfc® attend?

Casey Weade, Cfp® Clu® Ricp® Chfc® attended Stetson University, Kaplan University, Img Academies.

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