Senior Retirement Plan Consultant
Casey McKillip, MBA, CPFA™, AIF®
Aldrich Wealth LP
- Certified Plan Fiduciary Advisor (CPFATM)
- Accredited Investment Fiduciary (AIF®)
- Retirement plan consulting
- Fiduciary oversight
- Investment research
- Portfolio construction
- Recordkeeper platform research
- Fee analysis
- Policy statement review
Before joining Aldrich Wealth, Casey was a retirement plan consultant and portfolio manager for a Northwest-based investment advisory firm and spent some time with a national wealth management firm. His broad range of expertise includes retirement plan fiduciary oversight, investment research, portfolio construction as well as providing record keeper platform research, fee analysis, revenue sharing, and policy statement review.
Casey earned his Bachelor of Science in Finance and Entrepreneurship from the University of Oregon. He also received his Masters of Business Administration from George Fox University. Casey has completed the Certified Health Savings Advisor course and has his FINRA Series 65 securities license and the Certified Plan Fiduciary Advisor (CPFATM) designation.