Wealth Planner
Current
Feb 2023 - Present
AeroLeads people directory · profile
Casey Bright, Cfp ®, Aams ® Email & Phone Number
Wealth Planner at Bright Financial Planning
at
Bright Financial Planning
1 work email found
@edwardjones.com
3 phones found area 859 and 606
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Planner at Bright Financial Planning
Location
Lexington, Kentucky, United States
Who is Casey Bright, Cfp ®, Aams ®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Casey Bright, Cfp ®, Aams ® is listed as Wealth Planner at Bright Financial Planning at Bright Financial Planning, based in Lexington, Kentucky, United States. AeroLeads shows a work email signal at edwardjones.com, phone signal with area code 859, 606, and a matched LinkedIn profile for Casey Bright, Cfp ®, Aams ®.
Casey Bright, Cfp ®, Aams ® previously worked as Wealth Planner at Bright Financial Planning and Financial Advisor at Edward Jones. Casey Bright, Cfp ®, Aams ® studied at Wake Forest University.
Company email context
Email format at Bright Financial Planning
This section adds company-level context without repeating Casey Bright, Cfp ®, Aams ®'s masked contact details.
*@edwardjones.com
68% confidence
AeroLeads found 1 current-domain work email signal for Casey Bright, Cfp ®, Aams ®. Compare company email patterns before reaching out.
Profile bio
About Casey Bright, Cfp ®, Aams ®
As a Wealth Planner at Bright Financial Planning, I have over 14 years of experience in the financial services industry, helping individual investors understand and achieve their financial goals. I hold the Accredited Asset Management Specialist (AAMS) and Certified Financial Planner (CFP) credentials, which demonstrate my knowledge and expertise in retirement planning, investment portfolios, and asset management.My mission is to find out what is most important to my clients and make it a priority in our working relationship. I value quality time, communication, and education, and I strive to provide personalized and comprehensive financial advice that aligns with my clients' values and needs. I also work with a team of professionals at Bright Financial Planning, a Registered Investment Advisor, who support and enhance the services I offer to my clients.
Listed skills include Customer Service, Retirement, Retirement Planning, Life Insurance, and 8 others.
Current workplace
Casey Bright, Cfp ®, Aams ®'s current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Casey Bright, Cfp ®, Aams ® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Helping individual investors understand their financial goal and helping them realize that dream.
Mar 2014 - Jan 2023
Consultant
Business Optimization
Want your business to grow and show more profit with ease? I've got some ideas for you and a full team of employees to help.
Jan 2010 - Nov 2013
Mar 2005 - Jul 2008
4 education records
Casey Bright, Cfp ®, Aams ® education
Education record
Wake Forest University
Accredited Asset Management Specialist, Aams
College For Financial Planning
Bachelors Degree, Psychology/Business
Eastern Kentucky University
Psychology
Eastern Kentucky University
FAQ
Frequently asked questions about Casey Bright, Cfp ®, Aams ®
Quick answers generated from the profile data available on this page.
What company does Casey Bright, Cfp ®, Aams ® work for?
Casey Bright, Cfp ®, Aams ® works for Bright Financial Planning.
What is Casey Bright, Cfp ®, Aams ®'s role at Bright Financial Planning?
Casey Bright, Cfp ®, Aams ® is listed as Wealth Planner at Bright Financial Planning at Bright Financial Planning.
What is Casey Bright, Cfp ®, Aams ®'s email address?
AeroLeads has found 1 work email signal at @edwardjones.com for Casey Bright, Cfp ®, Aams ® at Bright Financial Planning.
What is Casey Bright, Cfp ®, Aams ®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 859, 606 for Casey Bright, Cfp ®, Aams ® at Bright Financial Planning.
Where is Casey Bright, Cfp ®, Aams ® based?
Casey Bright, Cfp ®, Aams ® is based in Lexington, Kentucky, United States while working with Bright Financial Planning.
What companies has Casey Bright, Cfp ®, Aams ® worked for?
Casey Bright, Cfp ®, Aams ® has worked for Bright Financial Planning, Edward Jones, Business Optimization, and Central Bank.
How can I contact Casey Bright, Cfp ®, Aams ®?
You can use AeroLeads to view verified contact signals for Casey Bright, Cfp ®, Aams ® at Bright Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Casey Bright, Cfp ®, Aams ® attend?
Casey Bright, Cfp ®, Aams ® studied at Wake Forest University.
What skills is Casey Bright, Cfp ®, Aams ® known for?
Casey Bright, Cfp ®, Aams ® is listed with skills including Customer Service, Retirement, Retirement Planning, Life Insurance, 401K, Investment Portfolios, Financial Advice, and College Savings.
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