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Paul Casazza

Partner & Wealth Manager At Creative Planning LLC at Creative Planning

Paul Casazza is a Partner & Wealth Manager at Creative Planning LLC. Prior to this role, Paul worked as a Financial Advisor at Dashboard Wealth Advisors LLC, Morgan Stanley Smith Barney, and AG Edwards & Sons. Paul also served as a 1st Marine Division/Platoon Sergeant in the United States Marine Corps. Paul holds a BS in Finance from the University of Illinois Chicago.

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Timeline

  • Partner & Wealth Manager At Creative Planning LLC

    October, 2021 - present