Dan Casey

Dan Casey is the President and Founder of Westlake Financial Advisors, where he has served clients as a Certified Financial Planner™ for over 25 years. He holds both a Mathematics degree and an MBA from UCLA, and brings a strong blend of academic rigor and practical financial experience to his work.

Before founding his firm, Dan spent 25 years at ARCO, culminating in his role as Vice President of Finance, where he led strategic financial planning at the corporate level. In addition to his advisory work, Dan has spent the past 25 years as an instructor in UCLA Extension’s Personal Financial Planning Certificate Program, mentoring hundreds of aspiring financial professionals.

A lifelong learner and educator, Dan is also an avid outdoorsman who enjoys golfing, skiing, and bike riding. He and his wife have three children and four grandchildren, and value time spent with family and in nature