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Wei Y
CFP®, Series 63, Series 66
Reno, NV
Caskwise Capital Inc
Wei Ye is a CFP® with 19 years of experience in the financial services industry. He has worked at firms including Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and J.P. Morgan Securities LLC before joining Caskwise Capital Inc, where he currently serves as the sole advisor. Caskwise Capital Inc serves individual and high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning through structured engagements. The firm uses a combination of fundamental analysis and Monte Carlo planning techniques to customize investment strategies and typically operates with discretionary trading authority for managed accounts.
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