Overview
Casey Anderson is a Managing Principal at CliftonLarsonAllen Wealth Advisors, LLC, where he leads the advisory side of the practice and guides the strategic direction of client service delivery. With more than twenty years at CLA, Casey has played a key role in shaping the firm’s wealth advisory platform, previously overseeing the pooled resources practice within the organization. Casey specializes in comprehensive financial planning and wealth management for business owners and high-net-worth individuals, helping clients navigate complex financial decisions with clarity and confidence.
Education
Casey holds a Bachelor of Science in Finance/Marketing from the University of Wisconsin – La Crosse. He is a CERTIFIED FINANCIAL PLANNER®, holds FINRA Series 7 & 63 licenses and is a licensed insurance agent.
In the community
Casey is an active member of the Financial Planning Association and has served on CLA’s Junior Achievement Corporate Council. Casey also contributes as a grant reviewer for the CLA Foundation and volunteers through Junior Achievement.