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Kasey George CFP®, CRC®

Kasey George CFP®, CRC®

Financial Advisor

kgeorge@ohanawealthadvisory.com

Kasey has been in the financial services industry for 24 years. Helping his clients identify their financial needs and implementing a proactive financial plan to achieve their goals is his top priority.

Mr. George holds a Bachelor of Arts in Finance from Michigan State University. He is also a Certified Retirement Counselor®, a CERTIFIED FINANCIAL PLANNER™ professional, an Investment Adviser Representative, and currently holds Series 6, 7, 63, and 65 securities registrations, and Life and Health Insurance licenses.

Kasey lives in Shelby Twp with his wife Leanne and their daughter Audrey. In his spare time, he enjoys traveling to his cottage in northern Michigan, boating, golfing, going to concerts, and spending time with his daughter.