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 are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states. Securities and insurance offered through LPL or its affiliates are: