Casey Clure, CFP®

Casey Clure, CFP®


What's your why?

When health and finances are in line our ability to live our best lives unfolds. Providing my clients with a holistic perspective on finance and lifestyle has helped me help my clients build customized plans that drive their ability to live out their dreams. Whether it is sending your grandchildren to college, traveling the world, or simply retiring comfortably, building a specialized plan to get you there is what makes coming to work every day so special for me. There is nothing that excites me more than spending my time helping my clients plan for their future.


Growing up with a father who is a successful financial planner and seeing the joy it brings him to make a difference for his clients – this was the only career Casey ever wanted to pursue. With almost a decade of experience in financial planning and advising Casey brings a wealth of knowledge coupled with a unique and holistic perspective to the table. She holds a Bachelor of Arts degree in Business, a Master of Science degree in Counseling, and the designation of Certified Financial Planner–CFP®. Casey lives in Mt. Shasta with her significant other and their dog. She has a daughter attending graduate school, who she is very proud of.  She is an avid lover of all things outdoors and can be found running and hiking the endless trails, cycling the peaks, and traveling.

Casey is a part-time professor through the UC Berkeley Extension: Personal Financial Planning and Certified Financial Planner™ preparation program. As well as a content writer for the CFP Board. She is on the executive committee of the Mt. Shasta Chamber of Commerce and the Co-lead/Developer of the Siskiyou County Anti Human Trafficking Task Force.

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