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Casey Startzell

Casey Startzell

CERTIFIED FINANCIAL PLANNER™

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location of Casey StartzellGreater Philadelphia

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  • Timeline

  • About me

    CERTIFIED FINANCIAL PLANNER™

  • Education

    • College for Financial Planning

      -
      Certified Financial Planner

    • Florida Atlantic University - College of Business

      -
      Associate’s Degree Economics

    • University of Phoenix

      -
      Bachelor’s Degree Finance

  • Experience

    • Legacy Financial - StartzellGroup

      Dec 2012 - now
      CERTIFIED FINANCIAL PLANNER™

      *Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC.

  • Licenses & Certifications

    • Dale Carnegie Course Coach Certification

      Dale Carnegie Training of Central and Southern New Jersey

    • Dale Carnegie Course Certification

      Dale Carnegie Training of Central and Southern New Jersey

    • IRS Enrolled Agent

      Internal Revenue Service
      Jul 2025

    • Certified Financial Education Instructor℠

      National Financial Educators Council

    • Dale Carnegie High Impact Presentations Certification

      Dale Carnegie Training of Central and Southern New Jersey

    • CERTIFIED FINANCIAL PLANNER™

      CFP Board