Casey Gunter, MBA | Financial Advisor
Casey Gunter
MBA • Wealth Advisor
A Wealth Advisor helping individuals and business owners across Northern California accumulate, protect, and distribute wealth with a holistic, goals-based plan.
Wealth Advisor
Zeller Kern Wealth Advisors
Comprehensive
Holistic, goals-based planning
Redding, CA
Serving Northern California
Meet Casey
Casey Gunter is a Wealth Advisor with Zeller Kern Wealth Advisors and a licensed financial professional with the Equitable Advisors Wealth Management Team in the NorCal/Hawaii Branch, one of the firm's largest and most successful branches.
He works with individuals and business owners to pursue their retirement, life, and financial goals, drawing on strategies, products, and services matched to each client's risk tolerance and objectives. Backed by an experienced advisor team, Casey helps clients accumulate, protect, and distribute wealth through every phase of life.
His approach is holistic and comprehensive. It begins with a careful analysis of a client's portfolio and leads to a set of suitable recommendations aligned with their investment objectives. Casey works to put each client's interest first and builds his practice around that commitment.
Born and raised in Redding, California, Casey earned a Bachelor's degree in Business Finance and a Master's in Business Sustainability from Cal Poly Humboldt, where he was a full-time student athlete for five years.
Casey still calls Redding home and takes full advantage of the Northern California outdoors through hiking, camping, and just about any sport you can name. He also gives back to his community, coaching high school football and helping the next generation grow into strong leaders.
How Our Team Helps
Planning for individuals and business owners at every stage, from building wealth to protecting and passing it on.
Areas Casey Serves
Casey works with clients across Northern California, in person and virtually.
Redding, CA
Sacramento, CA
Gold River, CA
Roseville, CA
Folsom, CA
Northern California
Let's Start a Conversation
Start with a conversation about your goals. Casey will help you build a clear path forward for you, your family, or your business.
Frequently Asked Questions
Who does Casey Gunter work with?
Casey works with individuals and business owners across Northern California. He helps clients accumulate, protect, and distribute wealth through retirement, investment, and estate planning matched to each client's goals and risk tolerance.
What are Casey Gunter's qualifications?
Casey holds an MBA and earned a Bachelor of Science in Business Finance and a Master's in Business Sustainability from Cal Poly Humboldt. He is a Wealth Advisor with Zeller Kern Wealth Advisors and a licensed financial professional with the Equitable Advisors Wealth Management Team.
Is Casey Gunter a fiduciary?
Casey offers investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, where advisory relationships are held to a fiduciary standard. He works to understand each client's full situation and to act in their best interest before making any recommendation.
Where is Casey Gunter located and who does he serve?
Casey is based in Redding, California, and works with clients across Northern California, including Sacramento, Gold River, Roseville, and Folsom. He meets with clients both in person and virtually.
How does Casey Gunter approach financial planning?
Casey takes a holistic, comprehensive approach. He begins with a careful analysis of your portfolio, then provides recommendations aligned with your investment objectives, working to put your interest first at every step.
How do I schedule a meeting with Casey Gunter?
You can start a conversation by calling 916.436.8270 or using the contact form on the Zeller Kern Wealth Advisors website. Casey will take time to understand your goals before recommending any next steps.
