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K. Casey Mahan, CFP®, AIF®

K. Casey Mahan, CFP®, AIF®

President and Managing Principal

Followers of K. Casey Mahan, CFP®, AIF®1000 followers
location of K. Casey Mahan, CFP®, AIF®Chandler, Arizona, United States

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  • Timeline

  • About me

    Wealth Manager, President StoneCrest Wealth Management

  • Education

    • Kamiakin High School, Kennewick, WA

      1981 - 1985

      Activities and Societies: Varsity Football and Baseball

    • W. P. Carey School of Business – Arizona State University

      1985 - 1990
      BS Finance

    • The American College of Financial Services

      1999 - 2000
      CFP Certification Financial Planning

  • Experience

    • StoneCrest Wealth Management, Inc

      Jul 1992 - now
      President and Managing Principal

      As President and Managing Principal of StoneCrest Wealth Management, Casey helps affluent individuals and business owners meet their unique financial goals. He is a FINRA registered representative (Series 7, 24, 63), CFP® professional, AIF®, licensed agent for life, health, disability, long-term care, and annuities. Casey also provides tax planning, trust planning and assists business owners with succession planning strategies as well as employee benefit programs.StoneCrest Wealth Management Inc. (“StoneCrest”) is a registered investment advisor. Advisory services are offered through StoneCrest. Securities are offered through Kingswood Capital Partners. LLC (“Kingswood Capital”) member FINRA/SIPC. StoneCrest Wealth and Kingswood Capital are not affiliated entities Show less

  • Licenses & Certifications

    • FINRA Registered Representative

      FINRA

    • CERTIFIED FINANCIAL PLANNER™, CFP®

      CFP Board
      View certificate certificate

    • Accredited Investment Fiduciary AIF®

      Fi360 (now Broadridge)
      View certificate certificate