Casey Stearns

Employer firm

Tfo Family Office Partners CRD 159440

$5.04B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2025 → Present
  Tfo Family Office Partners
  Phoenix, AZ
• 09/2024 → 04/2025
  Captrust
  Phoenix, AZ
• 06/2024 → 08/2024
  Charles Schwab
  Phoenix, AZ
• 01/2024 → 05/2024
  Captrust
  Phoenix, AZ
• 09/2022 → 04/2024
  Grand Canyon University
  Phoenix, AZ
• 12/2021 → 04/2022
  Grand Canyon University
  Phoenix, AZ
• 08/2020 → 08/2023
  Ymca Of Metropolitain Denver
  Denver, CO
• 09/2019 → 04/2020
  Ymca Of Metropolitain Denver
  Denver, CO
• 04/2020 → 08/2020
  Student
  Denver, CO
• 01/2015 → 08/2019
  Student
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-10

Other Names

• Casey Stearns
• Casey Joan Stearns