Casey Marx's Location
Indianapolis, Indiana, United States
Casey Marx's Work
- Founder @ Crown Haven Wealth Advisors
- Strategic Board @ GoYodel
- Founder @ GetSafe Retirement Radio
Casey Marx's Education
- The American College of Financial Services2016 - 2017
- The American College2016 - 2016
- Yale School of Management
(Economics)
2015 - 2016
- Central Washington University
Bachelor of Science (Economics, Psychology, Interdisciplinary Studies, Business)
2005 - 2011 - Yale University
(Economics)
Casey Marx's Skills
- Retirement Planning
- Finance
- Employee Benefits
- Wealth Preservation Planning
- Equity Indexed Annuities
- 401k Rollovers
- Multi Generational Planning
- Social Security Optimization
- Sales
- Management
Casey Marx's Summary
Casey Marx, based in Indianapolis, Indiana, United States, is currently a Founder at Crown Haven Wealth Advisors, bringing experience from previous roles at Goyodel and Getsafe Retirement Radio. Casey Marx holds a 2016 - 2017 The American College of Financial Services. With a robust skill set that includes Retirement Planning, Finance, Employee Benefits, Wealth Preservation Planning, Equity Indexed Annuities and more, Casey Marx contributes valuable insights to the industry. Casey Marx has 1 email on RocketReach.
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