portrait of Casey M Field

About Casey

As an Edward Jones financial advisor, I take a holistic approach to wealth strategies that encompasses every aspect of your financial life. My process begins with a deep understanding of your risk tolerance, financial goals, time horizon and any other factors that matter to you before we discuss investment options. Whether you’re planning for retirement, saving for education or building a secure financial future for your loved ones, I’m committed to developing a personalized strategy tailored to your unique objectives. I focus in working with individuals and families who are recently retired or approaching retirement. Additionally, I enjoy partnering with...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings
  • Insurance & Annuities
  • Employee Stock Options

Work History

  • Edward JonesMay 2011 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • San Diego State UnivBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Traveling
  • Baseball
  • Movies & Entertainment
  • Personal Fitness

Team Members

  • Melanie Olivo
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 04:30PM
Tue 09:30AM - 04:30PM
Wed 09:30AM - 04:30PM
Thu 09:30AM - 04:30PM
Fri 09:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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