Casey D. Yoshihara, CPA began his career in public accounting for a local firm in 2009, obtained his CPA license and gained valuable experience in assurance services. He then developed and managed the firm's Outsourced CFO Services for 3 years as Corporate Development Manager. He created and utilized financial analysis and projection models, budgeting models, and managed several major accounting and payroll system conversions.
He has worked with businesses of many different sizes and in many industries. In 2019, Casey established Advanta Insurance Brokers, LLC. Advanta Insurance Brokers, LLC is an independent insurance brokerage firm that specializes in Life Insurance, Disability Insurance, Group Medical Insurance, Group Disability Insurance, Long-Term Care Insurance, and Medicare.
As an independent broker, Casey is able to offer a wide variety of insurance solutions from many insurance companies, which is a major advantage over being limited to one company's products. Casey's goal is to build trust over time with his clients through honesty, integrity, and professionalism.
He has worked with businesses of many different sizes and in many industries. In 2019, Casey established Advanta Insurance Brokers, LLC. Advanta Insurance Brokers, LLC is an independent insurance brokerage firm that specializes in Life Insurance, Disability Insurance, Group Medical Insurance, Group Disability Insurance, Long-Term Care Insurance, and Medicare.
As an independent broker, Casey is able to offer a wide variety of insurance solutions from many insurance companies, which is a major advantage over being limited to one company's products. Casey's goal is to build trust over time with his clients through honesty, integrity, and professionalism.
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