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
David’s motto is, “Get retired and stay retired,” which emphasizes his belief in finding the best path in life and sticking to it. He began working in the financial industry in 1992, and, since then, has simultaneously served in the United States Army. From that experience, David brings discipline, dedication, and an ever-ready preparedness to his profession.
While in the Army, David served in Iraq and commanded the 1-214th Field Artillery Battalion in Afghanistan. During his active military service he was awarded the Bronze Star Medal, which is bestowed based on heroic or meritorious achievement or service.
David does his best in not only preparing Delta Community members for retirement, but also helping members understand the risks in retirement and different ways to mitigate those risks. He believes in thorough, proactive planning that involves evaluating potential hazards and outcomes. David understands that retirement often comes with unexpected costs, which when left unaccounted for can cause major obstacles that can be difficult to overcome. He strives to ensure Credit Union members are well prepared so they can enjoy a comfortable retirement.
David spends his leisure time in outdoor activities with his family and coaches his son's football team in the fall.
Connect with David on LinkedIn®
- Master’s degree in Military Strategic Studies, United States Army War College
- Bachelor of Science Criminal Justice/Safety Studies, Georgia Southern University
Certifications | Licenses:
- FINRA® SIE, Series 6, 7, 63, 65 with LPL Financial
- Accredited Investment Fiduciary® marks
- CERTIFIED FINANCIAL PLANNER™ professional*
*Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP ® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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: