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

CEO and Founder at Howard Bailey Financial, Inc.
Location: Fort Wayne, Indiana, United States 12 work roles 3 schools
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Current company
Howard Bailey Financial, Inc.
Role
CEO and Founder
Location
Fort Wayne, Indiana, United States

Who is Casey Weade, Cfp® Clu® Ricp® Chfc®? Overview

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Casey Weade, Cfp® Clu® Ricp® Chfc® is listed as CEO and Founder 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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Email format at Howard Bailey Financial, Inc.

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Howard Bailey Financial, Inc.

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Profile bio

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.

Current workplace

Casey Weade, Cfp® Clu® Ricp® Chfc®'s current company

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Howard Bailey Financial, Inc.
Howard Bailey Financial, Inc.
CEO and Founder
Website
howardbailey.com
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12 roles

Casey Weade, Cfp® Clu® Ricp® Chfc® work experience

A career timeline built from the work history available for this profile.

Ceo & Founder

Howard Bailey Financial, Inc.

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.

Official Member

Forbes Finance Council

Boston, Ma, Us

As a member of the Forbes Finance Council, I authored three articles published online.

Dec 2016 - Dec 2020

Columnist

Kiplinger

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.

Jan 2016 - Nov 2018

Vice President

Davenport Financial

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.

Apr 2010 - Jun 2011

Servicing Representative

Scott Financial Organization

I specialized in advising and servicing life insurance and annuities to clients.

Jan 2010 - Mar 2010

Director Of Sales And Marketing

Davenport Financial

I developed a variety of marketing programs, processed new business, gathered client data, developed financial plans, organized and presented financial seminars.

Jul 2008 - Mar 2010

Seminar Administrator

Davenport Financial

I worked alongside a financial planner, developing financial plans, and organizing/developing seminars.

Jun 2005 - Jun 2008

Sales Representative

Aflac

I worked with the team to develop the Aflac network in the Fort Wayne area.

Jul 2008 - Nov 2008
Team & coworkers

Colleagues at Howard Bailey Financial, Inc.

Other employees you can reach at howardbailey.com. View company contacts →

CM Candy Martin Candy Martin Colleague at Howard Bailey Financial, Inc.Carmel, Indiana, United States View → RL Rachel Lockwood Rachel Lockwood Colleague at Howard Bailey Financial, Inc.Fort Wayne, Indiana, United States View → ME Marti Evans Marti Evans Colleague at Howard Bailey Financial, Inc.Huntington, Indiana, United States View → TB Teryn Becker Teryn Becker Colleague at Howard Bailey Financial, Inc.Fort Wayne, Indiana, United States View → RN Ryan Nuechterlein Ryan Nuechterlein Colleague at Howard Bailey Financial, Inc.Fort Wayne, Indiana, United States View → JP Jason Pruitt, Fpqp Jason Pruitt, Fpqp Colleague at Howard Bailey Financial, Inc.Greater Fort Wayne, United States View → AL Ashley Lamb Ashley Lamb Colleague at Howard Bailey Financial, Inc.Fort Wayne, Indiana, United States View → SS Stephen Salcedo Stephen Salcedo Colleague at Howard Bailey Financial, Inc.Roanoke, Indiana, United States View → CH Christopher Horoky Christopher Horoky Colleague at Howard Bailey Financial, Inc.Mishawaka, Indiana, United States View → AB Andrea Belford Andrea Belford Colleague at Howard Bailey Financial, Inc.Fort Wayne, Indiana, United States View →
3 education records

Casey Weade, Cfp® Clu® Ricp® Chfc® education

Bba, Finance, Marketing

Stetson University

Financial Planning Certificate, Finance

Kaplan University

Golf

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FAQ

Frequently asked questions about Casey Weade, Cfp® Clu® Ricp® Chfc®

Quick answers generated from the profile data available on this page.

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 Howard Bailey Financial, Inc.?

Casey Weade, Cfp® Clu® Ricp® Chfc® is listed as CEO and Founder at Howard Bailey Financial, Inc..

Where is Casey Weade, Cfp® Clu® Ricp® Chfc® based?

Casey Weade, Cfp® Clu® Ricp® Chfc® is based in Fort Wayne, Indiana, United States while working with Howard Bailey Financial, Inc..

What companies has Casey Weade, Cfp® Clu® Ricp® Chfc® worked for?

Casey Weade, Cfp® Clu® Ricp® Chfc® has worked for Howard Bailey Financial, Inc., Forbes Finance Council, Kiplinger, Davenport Financial, and Scott Financial Organization.

Who are Casey Weade, Cfp® Clu® Ricp® Chfc®'s colleagues at Howard Bailey Financial, Inc.?

Casey Weade, Cfp® Clu® Ricp® Chfc®'s colleagues at Howard Bailey Financial, Inc. include Candy Martin, Rachel Lockwood, Marti Evans, Teryn Becker, and Ryan Nuechterlein.

How can I contact Casey Weade, Cfp® Clu® Ricp® Chfc®?

You can use AeroLeads to view verified contact signals for Casey Weade, Cfp® Clu® Ricp® Chfc® at Howard Bailey Financial, Inc., including work email, phone, and LinkedIn data when available.

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

Casey Weade, Cfp® Clu® Ricp® Chfc® holds Bba, Finance, Marketing from Stetson University.

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