Casey Marx wanted to be a child psychologist, but life wanted him to be a wealth advisor. People across the country are glad he followed the second path.
Marx’s choice of psychology was a result of his feelings following his father’s death when he was 15. Deeply affected by this loss, he entered college with the goal of pursuing a clinical profession. But the story took a turn. Marx’s mother experienced terrible financial losses in the market. “I’ll tell you, there is not a more helpless feeling in the world than witnessing that type of financial devastation and feeling responsibility to your family and not knowing what to do,” he says. “Sometimes knowledge comes out of necessity. And for me, the direction became the financial field, studying markets, trying to make sense of the world and how to brave the storm.”