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Christopher Michael Casale

Root Financial Partners

Salt Lake City, UT

Austin, TX

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Current Employers
Root Financial Partners

801 Barton Springs Rd, Austin, TX 78704 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-04-15
TX RA APPROVED 2026-04-14
  • UT RA
    APPROVED
    Since 2026-04-15
  • TX RA
    APPROVED
    Since 2026-04-14

Branch Locations

Salt Lake City, UT • United States

801 Barton Springs Rd, Austin, TX 78704 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crescent Hotels & Resort Fairfax VA 09/2021 08/2022
Kimpton Hotels & Resorts San Francisco CA 03/2017 08/2021
Interstate Hotels & Resorts Ballston VA 10/2013 02/2017
University Of Georgia - Masters In Financial Planning Athens GA 08/2022 08/2024
Rightwise Wealth, Inc. Las Vegas NV 04/2024 01/2026
Root Financial Partners Austin TX 04/2026 Present
  • 09/2021 → 08/2022
    Crescent Hotels & Resort
    Fairfax, VA
  • 03/2017 → 08/2021
    Kimpton Hotels & Resorts
    San Francisco, CA
  • 10/2013 → 02/2017
    Interstate Hotels & Resorts
    Ballston, VA
  • 08/2022 → 08/2024
    University Of Georgia - Masters In Financial Planning
    Athens, GA
  • 04/2024 → 01/2026
    Rightwise Wealth, Inc.
    Las Vegas, NV
  • 04/2026 → Present
    Root Financial Partners
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-09
  • S65 Uniform Investment Adviser Law Examination
    2024-05-09

View on SEC IAPD

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