Casey Shure, CPA, CFP®, is a Partner and Wealth Advisor at Corient, one of the largest integrated fee-only Registered Investment Advisors in the United States. With a strong background in financial planning, Casey led the Financial Planning Group at Radnor Financial Advisors from 2007 to 2023, where responsibilities included discussions on investments, retirement, and estate planning. Prior to that, Casey worked as a Staff Auditor at Vanguard from 2003 to 2007, performing audits and participating in fraud investigations. Casey earned a BSBA in Accounting and Economics from Bucknell University in 2003.
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