Casey Robinson, CFP®

Managing Director – Wealth Planning

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

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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