I am Casey McKee, a financial advisor and planner with Vista Wealth Solutions and have been helping individuals, families, and business owners navigate financial decisions with greater confidence for more than six years. I specialize in working with women, families, and small businesses, guiding them through the process of understanding their finances and creating strategies that support their long-term goals. 

I take an approachable and educational approach when working with clients. I am here to help clients understand how their money can work for them. I partner with clients to help clarify what matters most, address risks that could affect their plans, and create financial strategies that help support the life they envision. 

I am based in Philadelphia, Pennsylvania. I work with clients both locally and remotely across the country. I am an active member of several Chambers of Commerce and small business organizations throughout the Philadelphia region, where I enjoy building relationships and supporting my local business community. 

Above all, I strive to create a welcoming, judgment-free environment where people feel comfortable asking questions, advocating for their future selves, and making informed financial decisions with confidence. 

Education

West Chester University of Pennsylvania (2017-2021)

Hobbies

Running, Reading, Baking, Movies, Music

Affiliations & Memberships

FINRA

Community Involvement

City Fitness Instructor