Casey Jensen, Cfp®
About Casey Jensen, Cfp®
Casey Jensen, CFP®, is a Senior Financial Planner at Creative Planning, specializing in business succession planning and risk management. With a Bachelor of Science in Economics from Missouri State University, Jensen has over a decade of experience in wealth management.
Work at Creative Planning
Casey Jensen serves as a Senior Financial Planner at Creative Planning, a role he has held since 2022. In this position, he provides comprehensive wealth management services to clients in the Leawood, Kansas area. His responsibilities include developing tailored financial strategies and managing client portfolios. Jensen is part of a team that oversees over $134 billion in assets as of December 31, 2021, contributing to the firm's reputation in the financial planning industry.
Education and Expertise
Casey Jensen earned a Bachelor of Science degree in Economics from Missouri State University. His educational background provides a solid foundation for his expertise in business succession planning and risk management. Jensen's knowledge in these areas allows him to assist clients in navigating complex financial situations and making informed decisions regarding their wealth.
Background
Before joining Creative Planning, Casey Jensen worked at Northwestern Mutual as a Financial Advisor from 2012 to 2019. During his seven years in this role, he gained valuable experience in financial advising within the Springfield, Missouri area. Jensen's career path reflects a commitment to helping clients achieve their financial goals through strategic planning and personalized service.
Professional Experience
Casey Jensen has accumulated significant experience in the financial planning sector. He has been with Creative Planning since 2019, where he has developed his skills as a Financial Planner before advancing to his current role as Senior Financial Planner. His previous experience at Northwestern Mutual has equipped him with a diverse skill set that enhances his ability to serve clients effectively.