Savant Wealth Management
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Casey A. Christianson

CFP®, ChFC®, CRPC®, CAP®

Financial Advisor / Member Owner

815.227.0300

Overview

Casey Christianson is a financial advisor in our Rockford, Illinois, office. He works closely with clients on numerous aspects of financial planning, with a strong focus on helping them find a purpose for their wealth and integrating creative charitable and tax strategies into their comprehensive financial plan.

Casey is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning CounselorSM (CRPC®), and Chartered Advisor in Philanthropy® (CAP®) designations, designed to help equip him with specialized knowledge to guide clients through complex decisions and help them pursue their lifetime and legacy goals.

Casey has been involved in the financial services industry since 2015, building a strong foundation in financial planning before becoming a financial advisor in 2020. He began his career at Savant as a financial planning intern and later joined the firm full-time, where he developed expertise in tax-efficient investment strategies, proactive estate and income tax planning, retirement income planning, and philanthropic planning.

Casey earned a bachelor’s degree in business/economics from Wheaton College, graduating magna cum laude. He is a graduate of the Rockford Chamber Leadership Program and serves as treasurer for Illinois Stateline Young Life. He also participates in the worship ministry at First Evangelical Free Church in Rockford and serves on the board of Rockford Christian School.

Born and raised in Rockford, Casey enjoys golfing local courses, exploring forest preserves, running trails, and spending time with his wife, Mallory, and their three children.

Areas of Focus

Casey’s Approach

A personal approach and thoughtful guidance delivered with care, clarity, and insight shaped by your vision and goals.

Comprehensive Wealth Management

Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.

Comprehensive Wealth Management

Financial Planning

Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.

Financial Planning

Investment Management

Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.

Investment Management

Estate Planning & Wealth Transfer

Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.

Estate Planning & Wealth Transfer

Trust Services

Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.

Trust Services

Education

  • Wheaton College 
    Bachelor of Arts in Business/Economics, magna cum laude

Professional Designations

  • CERTIFIED FINANCIAL PLANNER® professional
  • Chartered Financial Consultant®
  • CRPC®
  • CAP®

Affiliations

  • Rockford Chamber Leadership Program – graduate
  • Illinois Stateline Young Life – treasurer
  • First Evangelical Free Church – worship ministry
  • Rockford Christian School – board member

Insights & Perspectives

Thought leadership on wealth management, tax strategy, and financial planning.

Office Locations

Serving clients from our Rockford office.

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Disclosures

CFP®

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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