Casey is a registered representative and a licensed life and disability insurance
Agent with Cetera Advisor Networks located at Alta Vista Credit Union.
Having entered the financial industry in 1996, Casey works comfortable with
Individuals, families, retirees, attorneys, doctors and small business owners.
He is focused on helping clients reach their specific financial goals by taking
measured risk, implementing protection when necessary and doing so with a close eye on costs.
For now, over two decades Casey has been working with clients who value
quality work for a fair price. Casey works hard to create conversations efficient
Portfolios for clients who understand the importance of diversification. Well trained with significant local financial institution experience. Casey Recognizes the importance of keeping things simple. When specific financial goals, sometimes complicated needs can be matched with simple products and services, Casey has made it easier to work with members for many years.
Casey’s relationships often extend to members heirs for variety of reasons including dependable service, attention to detail and a conviction to value-based investment decisions.
A longtime resident of Utah, Casey and his wife continue to raise their family where he is very active in the community in both youth scouts and soccer programs.
Cetera Advisors Networks, is a full-service broker dealer and Registered Investment Adviser, providing financial planning, investment advice and brokerage services.
Casey Walker is a registered representative offering securities through Cetera Advisor Networks LLC, (doing insurance business in CA as CFAGN insurance agency) #OC50707 member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Registered address:1425 W Lugonia Ave, Redlands CA 92374
A diversified portfolio does not assure a profit or protect against loss in a declining market.
Not FDIC/NCUSIF insured *may lose value* Not financial institution guaranteed *not a deposit*
Not insured by a federal government agency.