Casey Zhai

How do I help our clients Live a Richer Life®?
I believe that living a richer life extends beyond financial success. Whether it’s organizing the details or providing insights to guide decisions, I enjoy being part of a team that helps people align their finances with both their personal and social well-being—so they can focus on what truly matters to them and live a richer, more fulfilling life.

How do I align my time and money with my values and passions to Live a Richer Life®?
For me, a rich life means spending time with family and friends, going outside for new adventures, and finding ways to help others. I believe that when we align our time and money with our values, we create space for the things that bring us the most joy and fulfillment. Whether it’s spending quality time with loved ones, supporting causes that matter, or simply being present in the moment, I believe that true wealth comes from the impact we make and the connections we build along the way.