Joseph Casey

Joseph Casey is an accomplished Workplace Financial Consultant with extensive experience in relationship management, business development, and sales management. They served as Principal Owner at Casey Consulting Group from 2004 to 2007, focusing on financial advisory for families with college-bound students. Currently, as Director of Retirement Planning at Fidelity Investments since 2012, Joseph provides guidance on retirement savings and manages multiple institutional relationships. They previously held roles at Comerica Bank Wealth Management Group and UnionBanc Investment Services, where they led initiatives to enhance sales and revenue performance. Joseph holds a Bachelor of Science in Business Administration from Northeastern University and studied Counseling at the University of California, Berkeley.