Joe Casselman, ChFC

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“I absolutely love what I get to do every day, collaborating with amazing people and having the pleasure of witnessing financial achievement beyond what was thought possible. I believe that making the best money decisions is only possible through truthful education, thinking differently, and confident action.”

– Joe Casselman, ChFC

Joe Casselman is a Chartered Financial Consultant, focusing on achieving maximum financial potential for families and small business owners. Joe is the founding partner with Pharmacist Financial. Since 2005, Pharmacist Financial has been a leading provider of financial education and planning for the pharmacy community throughout Texas. Joe was an entrepreneur from an early age, and has the natural ability to befriend many people. This led him to an extremely rewarding profession; guiding others to confidently create financial security and wealth. Joe graduated from the University of Texas in Austin after several years at the University of Dallas, including six months abroad in Rome, Italy. Joe has fifteen years’ experience and regularly meets with seasoned and successful mentors to grow even more. Joe enjoys collaborating with many different types of clients under a no pressure effort, focusing on developing meaningful long-term client-advisor relationships.

He currently lives in Arlington, Texas with his sweet two-year-old son, Dylan.

Pharmacist Financial is an assumed name of Uniqueconomics LLC, a Registered Investment Advisory in the State of Texas, providing fee-based consulting, planning, and investment advice. Pharmacist Financial and their representatives do not promise any performance results, nor do they guarantee against any type of economic risk or loss of principal. Pharmacist Financial does not render tax or legal advice, and request that you seek the proper counsel in those respective areas. Pharmacist Financial also does not sell commissioned-based insurance products, however, Joe Casselman is an independently licensed life & disability insurance agent in the State of Texas, and can facilitate the purchase of certain insurance products when appropriate.

Contact Joe at [email protected] or 512-294-7046

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