Casey Bettencourt, CFP®
Certified Financial Planner®
As a next-generation advisor, Casey brings a modern, relatable approach to financial planning. She’s helped young professionals, entrepreneurs, and early-career families move from paycheck-to-paycheck thinking to long-term strategy. Having gone through the wealth-building process herself, she understands what it’s like to juggle student loans, get started with first-time investments, and begin planning for the future - all while trying to live life today.
Based in Denver, Colorado, Casey is a part-time yoga instructor, an avid sourdough bread baker, and loves hiking, camping, and skiing in the Colorado mountains whenever she gets the chance.