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Casey Weade, Cfp® Clu® Ricp® Chfc® is listed as CEO & Founder at Howard Bailey Financial™, Bestselling Author, Host of the Retire With Purpose podcast at Howard Bailey Financial, Inc., based in Fort Wayne, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Casey Weade, Cfp® Clu® Ricp® Chfc®.
Casey Weade, Cfp® Clu® Ricp® Chfc® previously worked as CEO & Founder at Howard Bailey Financial, Inc. and Official Member at Forbes Finance Council. Casey Weade, Cfp® Clu® Ricp® Chfc® holds Bba, Finance, Marketing from Stetson University.
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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.
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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.
Boston, MA, US
As a member of the Forbes Finance Council, I authored three articles published online.
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.
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.
I specialized in advising and servicing life insurance and annuities to clients.
I developed a variety of marketing programs, processed new business, gathered client data, developed financial plans, organized and presented financial seminars.
I worked alongside a financial planner, developing financial plans, and organizing/developing seminars.
I worked with the team to develop the Aflac network in the Fort Wayne area.
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Casey Weade, Cfp® Clu® Ricp® Chfc® works for Howard Bailey Financial, Inc..
Casey Weade, Cfp® Clu® Ricp® Chfc® is listed as CEO & Founder at Howard Bailey Financial™, Bestselling Author, Host of the Retire With Purpose podcast at Howard Bailey Financial, Inc..
Casey Weade, Cfp® Clu® Ricp® Chfc® is based in Fort Wayne, Indiana, United States while working with Howard Bailey Financial, Inc..
Casey Weade, Cfp® Clu® Ricp® Chfc® has worked for Howard Bailey Financial, Inc., Forbes Finance Council, Kiplinger, Davenport Financial, and Scott Financial Organization.
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Casey Weade, Cfp® Clu® Ricp® Chfc® holds Bba, Finance, Marketing from Stetson University.
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