Casey Peterson, CFP®
Login to view DISC.Casey Peterson is a Founding Partner and Wealth Management Advisor at Pure Wealth Strategies, recognized by Forbes as a Best-in-State Financial Security Professional. A Certified Financial Planner (CFP®) and graduate of the University of North Carolina Wilmington, she focuses on creating efficient, integrated financial plans for her clients.
Outside of work, Casey and her family welcomed their son, Tom, in July 2024. Her past community involvement includes spearheading a program for at-risk high school students, connecting them with resources to help them graduate.
Her team at Pure Wealth Strategies was named one of the Best-In-State Wealth Management Teams by Forbes.
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