Casey Van Zutphen

Casey Van Zutphen, CFA®, CFP®, Portfolio Manager

Casey is a Chartered Financial Analyst® and a CERTFIED FINANCIAL PLANNER® certificant. His focus for the firm is investment research and portfolio management. He is a member of the CFA Society of Orange County and the Financial Planning Association of Orange County.

Casey graduated Magna Cum Laude from the University of Arizona with a B.S. in Biochemistry and Molecular Biophysics. After university, Casey taught English in Japan. While traveling and enjoying the culture, he became fluent in Japanese, learned martial arts, and developed life-long relationships.

Casey enjoys spending time with his wife and two boys, coaching little league baseball, and learning Japanese fencing and swordsmanship. He has earned the rank of fifth degree in Kendo, and first degree in Iaido.