About

Casey Roberts

Casey Roberts

Financial Educator



Bothell, WA 98012

About Me

I am on a mission with Five Rings Financial to teach people how to protect themselves and their families from financial loss and I empower people to take control of their finances and financial future.  Instead of telling people what to do with their money, I teach people what they can do with their money.

I have been teaching in some capacity for nearly 20 years, with a Master's degree in teaching and a Washington state secondary education certification.  Because I value education, I take an education based approach to my meetings with clients.  Therefore the financial education, consultation, and goal planning that I provide is completely free.  

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