Casey Tjalsma, CFP®
Director of Financial Planning and Wealth Management and Co-Founder
Casey was with Voya Financial Advisors from November 2005 to August 2021 and has over 20 years of experience in the financial services industry. He has a Bachelor of Science in Business Administration, which he received from the University of Florida. He moved back to Grand Rapids in September 2005.
Casey’s background as a Compliance Advisor and Registered Principal for Raymond James Financial Services along with his experience as a Registered Representative with T. Rowe Price gives him a unique perspective on the Financial Services Industry. He holds his FINRA Series 6, 7, 63, 65 and 24 licenses through LPL Financial. He also became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2012.
When Casey is not busy with work he enjoys playing tennis and spending time with his wife, Va Nia, and their sons, Bayden and Cambel, and his 2 border collies Piper and Fergus.
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*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Learn More About Me
If you had a million dollars to spend, what would be the first three things you would buy?
I would fund my son's college educations. Because as Benjamin Franklin said: "An investment in education pays the best interest"
What’s the most likely place people could find you on a Saturday night?
Spending quality time with my friends and family.
Which would you pick: Living on the beach or living near the mountains?
Living in the mountains. My son's and I love to go snowboarding!
Imagine being approached by a genie who offers you three wishes. What might those wishes be?
- That my sons grow up to be happy, productive, and loved.
- That I actually start eating better and stick to it.
- That I remain healthy and active well into my senior years.
If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Relax and enjoy the little things you have an amazing wife and two awesome sons that will change your life for ever.