Breadcrumbs

Casey Robinson, CFP®

Managing Director – Wealth Planning
image

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

Kiplinger: Financial Strategies Many Married Same Sex Couples Overlook

Sep, 2019  |  Casey Robinson, CFP  |  Recent News

Kiplinger: What’s an alpha manager, and why do I need one?

Aug, 2019  |  Casey Robinson, CFP  |  Recent News

Should you use social media to reach clients?

Jul, 2019  |  Casey Robinson, CFP  |  Recent News

#1

Forbes Best
in State
Advisors