Ameriprise Financial Services
47yrs
Top advisor by experience in San Jose
20yrs
Michael Casey
Full name on record: Michael Patrick Casey
Financial advisor at Transamerica Financial Advisors
Michael Casey has worked in the financial industry for 20 years and is a fiduciary financial advisor based in San Jose, California. Michael has been with Transamerica Financial Advisors since 2012; before that, Michael spent three years at Investment Advisors International. Transamerica Financial Advisors offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 993 advisors with offices in San Jose, and one of 926 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 65% of advisors at Transamerica Financial Advisors
Office3550 Stevens Creek Blvd Suite 308, San Jose, CA 95117
How the firm is paid ?Percent of assets
Typical client at the firm ?$48,577
Advisors at the firm1,120
States licensed ?2 states
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowTransamerica Financial Advisors, LLCCurrent firm
- 2008 – 2012Investment Advisors International, Inc.Previously
Contact Michael
(770) 248-3271Firm headquarters in Philadelphia, PA. Ask for Michael. 3550 Stevens Creek Blvd Suite 308San Jose, CA 95117Office · Get directions LinkedIn pageTransamerica Financial Advisors
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Transamerica Financial Advisors at (770) 248-3271 and ask for Michael Casey. Michael works from the San Jose, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2006, about 20 years. More experience than 65% of advisors at Transamerica Financial Advisors.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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