![Casey Tyler Smith](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Casey Tyler Smith
Amministratore Delegato presso
Wiser Wealth Management, Inc.
Profilo
Mr. Casey T.
Smith is a President at Wiser Wealth Management, Inc. He started the company in 2001.
He earned a Bachelor of Science degree in Finance from Berry College.
Posizioni attive di Casey Tyler Smith
| Società | Posizione | Inizio |
|---|---|---|
Wiser Wealth Management, Inc.
 Wiser Wealth Management, Inc. Investment ManagersFinance Wiser Wealth seeks to offer clients a highly diversified and efficient investment portfolio that meets their needs over the long term. The firm primarily uses ETFs to construct investment portfolios for clients. They utilize model portfolios managed by the firm’s Investment Committee utilizing two investment strategies, a globally diversified all equity strategy and a fixed-income strategy. The two strategies are blended in varying amounts to construct a series of portfolios from which one may be selected for a client based upon their financial plan, investment goals, age and risk tolerance. | Amministratore Delegato | 01/01/2001 |
Formazione di Casey Tyler Smith
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
5
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Berry College
 Berry College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wiser Wealth Management, Inc.
Wiser Wealth Management, Inc. Investment ManagersFinance Wiser Wealth seeks to offer clients a highly diversified and efficient investment portfolio that meets their needs over the long term. The firm primarily uses ETFs to construct investment portfolios for clients. They utilize model portfolios managed by the firm’s Investment Committee utilizing two investment strategies, a globally diversified all equity strategy and a fixed-income strategy. The two strategies are blended in varying amounts to construct a series of portfolios from which one may be selected for a client based upon their financial plan, investment goals, age and risk tolerance. | Finance |
