Casey Blair

Financial Planner
925-937-7800

Casey Blair is the newest member of the Life&Wealth Advisors team, bringing over 30 years of experience from the options trading industry. His career began on the bustling trading floors of Chicago, where he developed expertise in pricing Treasury and Eurodollar options. He later expanded into equity and index options in major financial hubs, including San Francisco and Singapore. Most recently, Casey founded his own trading firm, focusing on Japanese debt options.

Now entering a new chapter, Casey is focused on helping clients align their values with a clear vision for their financial lives. He is currently pursuing his Certified Financial Planner™ (CFP®) designation to further elevate the guidance he provides.  Casey earned his degree in Economics from Columbia University, where he also played on the football team. 

In his free time Casey and his family enjoy traveling, snowboarding, hiking, and mountain biking all within a few steps of his home in Boise, Idaho. Casey enjoys a vibrant family life with his wife and two daughters, staying active with basketball, soccer, and skiing. A longtime member of Rotary and a past president of the Rotary Club of San Francisco, he believes in the power of community and lives by the Rotary motto: “Service Above Self”.