As an experienced Edward Jones financial advisor, my objective is to create an exceptional client experience. In working with individuals and families, it's paramount to understand what's important to you in order to build an investment strategy for your retirement. Together, with your CPA, attorney and other professionals, we can help create an investment strategy that represents your long-term financial goals.
My office is located in Fort Bragg, CA and I'm supported by my branch office administrator, Katie Burgess. Katie manages my calendar and assists with all administrative aspects of the business. We primarily focus on clients in Fort Bragg and Northern California, but we do serve a select number of clients in other parts of the country.
In 2011, I began my career with Edward Jones in Pleasant Hill, CA. In 2015, I was fortunate enough to have the opportunity to take over the Fort Bragg office and I've called Fort Bragg home ever since. I care deeply about my clients and enjoy making a positive impact on this community. In 2017, I became a limited partner of the firm and in 2018, I earned the AAMS® designation and in 2021 I earned the CRPC® designation.
When not in the office, I enjoy spending time with my girlfriend, Emily. We enjoy all sorts of outdoor activities including hiking, biking and rollerblading. We also enjoy travelling and believe it's important to experience the world and its many cultures. I'm also a sports fan and will enjoy talking to you about the San Francisco Giants or my passion for sport card collectibles.
My mission is to create trusting, long-lasting relationships with my clients by understanding what's important to them, providing highly personalized financial strategies and partnering with them throughout their lives to help them reach their goals. I welcome the opportunity to earn your business.
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Insurance & Annuities
- Estate & Legacy Strategies
- Socially Conscious Investing
My Personal Interests
Office Address167 Boatyard Dr
Fort Bragg, CA 95437
Phone NumberCasey M Field at (707) 962-0145
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More