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Casey Robinson, CFP®

Managing Director – Wealth Planning
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Casey focuses on simplifying the complexities of wealth for a select group of high net worth individuals and multi-generational families.  Prior to Waldron, Casey served as a Registered Representative at MetLife focusing on insurance planning, and spent several years as a Financial Planner at PNC Investments.

Casey resides in Kennedy Township with his wife, Ella and their beagle, Dexter.  A Pittsburgh area native, Casey is avid fan of the Pirates/Steelers and enjoys cooking and traveling.

Education & Certifications
M.B.A. Carlow University B.S. Marketing, Indiana University of Pennsylvania
Certificate in Financial Planning, University of Georgia, Terry College of Business
CERTIFIED FINANCIAL PLANNER™ Professional

Featured in The News

Should you use social media to reach clients?

Jul, 2019  |  Casey Robinson, CFP  |  Recent News

Kiplinger: The Benefits Afforded by Intrafamily Lending

Jul, 2019  |  Casey Robinson, CFP  |  Recent News

education planning
CNBC Power Lunch – The best college savings plans

May, 2019  |  Casey Robinson, CFP  |  Recent News

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