Casey Marx Email & Phone Number
Founder @ Crown Haven Wealth Advisors
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Casey Marx Location
- Indianapolis, IN, US
Casey Marx Work
- 2011 -now Founder @
- 2018 -now Founder and CEO @
- 2012 -now Founder @
- 2014 -2015 Strategic Board @ GoYodel
Casey Marx Education
- National Association of Certified Financial Fiduciaries
Certified Financial Fiduciary (Certified Financial Fiduciary, Financial Planning and Services)
2022-2022 - The American College of Financial Services
Retirement Income Planning Certified Professional (RICP) (Retirement Income Planning Certified Professional (RICP), Retirement Planning)
2017-2018 - Yale University - Yale School of Management
Macro-Economics (Macro-Economics, The Global Financial Crisis)
2015-2016 - Central Washington University
Bachelor of Science (Bachelor of Science, Multi/Interdisciplinary Studies)
2009-2011
Casey Marx Summary
- Casey Marx, based in Indianapolis, IN, US, is currently a Founder at Crown Haven Wealth Advisors. Casey Marx brings experience from previous roles at Pinecone, GetSafe Retirement Radio and GoYodel. Casey Marx holds a 2022 - 2022 Certified Financial Fiduciary in Certified Financial Fiduciary, Financial Planning and Services @ National Association of Certified Financial Fiduciaries. Casey Marx has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Crown Haven Wealth Advisors Employees
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