Delta Community Retirement & Investment Services
David Casey, AIF®, CFP®
LPL Financial Advisor
Specialties: Asset Allocation, Sudden Wealth Management, Retirement Income Management, Retirement Planning, Government and Military
According to Benjamin Franklin, "An investment in knowledge pays the best interest." I have found these words to ring true throughout my life. From an early age, I learned you could accomplish almost anything if you worked hard enough. These values continue to shape the person I am today. I've always felt the more education and information you have, the better decisions you can make. For this reason I place high importance on empowering my clients with information to help them understand their financial situation.
As an LPL Financial Advisor, my goal is to guide clients through financial decisions, educate them about their current investments or employee benefits and help them develop a comprehensive financial strategy so they can enjoy life now and through their retirement years. Our clients work hard for their money, and it should work hard for them. I believe the best path to investment independence is taking a patient, disciplined, diversified, long-term approach that ties one’s personal assets to the growth of some of the great businesses around the world.
I graduated from Georgia Southern University in 1992 and earned a Master’s Degree from the United States Army War College in 2015. I spent fifteen years as a Financial Advisor with Wachovia Securities before joining Delta Community Retirement & Investment Services. I am also a senior military officer with the Georgia Army National Guard, having served in Iraq and commanded the 1-214th Field Artillery Battalion in Afghanistan.
My wife Tiffany and I have six children and love raising our family in the Peachtree City area. I enjoy golf, tennis, fishing, and I operate a small business in Newnan.
David is a Chartered Retirement Planning CounselorSM.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Delta Community Credit Union deposits and are not NCUA insured. These products are not obligations of Delta Community Credit Union and are not endorsed, recommended or guaranteed by Delta Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.