Investment Advisor Representative
Current
Nov 2010 - Present
AeroLeads people directory · profile
Casey Morris, Certified Financial Planner® Email & Phone Number
Vice President at Capstone Pacific Investment Strategies, Inc.
at
Capstone Pacific Investment Strategies, Inc.
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Vice President at Capstone Pacific Investment Strategies, Inc.
Location
Tustin, California, United States
Who is Casey Morris, Certified Financial Planner®? Overview
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Quick answer
Casey Morris, Certified Financial Planner® is listed as Vice President at Capstone Pacific Investment Strategies, Inc. at Capstone Pacific Investment Strategies, Inc., based in Tustin, California, United States. AeroLeads shows a matched LinkedIn profile for Casey Morris, Certified Financial Planner®.
Casey Morris, Certified Financial Planner® previously worked as Investment Advisor Representative at Capstone Pacific Investment Strategies, Inc. and Investment Advisor Associate at American Portfolios. Casey Morris, Certified Financial Planner® holds Bachelor Of Arts (B.A.) from California State University-Fullerton.
Company email context
Email format at Capstone Pacific Investment Strategies, Inc.
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Capstone Pacific Investment Strategies, Inc.
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Profile bio
About Casey Morris, Certified Financial Planner®
Casey Morris, Certified Financial Planner® is a Vice President at Capstone Pacific Investment Strategies, Inc. at Capstone Pacific Investment Strategies, Inc..
Current workplace
Casey Morris, Certified Financial Planner®'s current company
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Capstone Pacific Investment Strategies, Inc.
AeroLeads page
2 roles
Casey Morris, Certified Financial Planner® work experience
A career timeline built from the work history available for this profile.
Investment Advisor Associate
Jan 2008 - Dec 2010
1 education record
Casey Morris, Certified Financial Planner® education
FAQ
Frequently asked questions about Casey Morris, Certified Financial Planner®
Quick answers generated from the profile data available on this page.
What company does Casey Morris, Certified Financial Planner® work for?
Casey Morris, Certified Financial Planner® works for Capstone Pacific Investment Strategies, Inc..
What is Casey Morris, Certified Financial Planner®'s role at Capstone Pacific Investment Strategies, Inc.?
Casey Morris, Certified Financial Planner® is listed as Vice President at Capstone Pacific Investment Strategies, Inc. at Capstone Pacific Investment Strategies, Inc..
Where is Casey Morris, Certified Financial Planner® based?
Casey Morris, Certified Financial Planner® is based in Tustin, California, United States while working with Capstone Pacific Investment Strategies, Inc..
What companies has Casey Morris, Certified Financial Planner® worked for?
Casey Morris, Certified Financial Planner® has worked for Capstone Pacific Investment Strategies, Inc. and American Portfolios.
How can I contact Casey Morris, Certified Financial Planner®?
You can use AeroLeads to view verified contact signals for Casey Morris, Certified Financial Planner® at Capstone Pacific Investment Strategies, Inc., including work email, phone, and LinkedIn data when available.
What schools did Casey Morris, Certified Financial Planner® attend?
Casey Morris, Certified Financial Planner® holds Bachelor Of Arts (B.A.) from California State University-Fullerton.
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