Specializing in Life Insurance, Disability Insurance, Group Medical Insurance, and Medicare
MEDICARE ADVANTAGE & MEDICARE SUPPLEMENTS
GROUP DISABILITY INSURANCE
LONG-TERM CARE INSURANCE
Casey D. Yoshihara, CPA, CITP 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, 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. Casey also has the privilege of working closely with Walter L. Jensen, CLU, who began his career in the insurance business in 1971. Walter is a wealth of knowledge. With his 50 years of experience, he is able to provide valuable insights into any situation. Their strategic affiliation allows them to provide a unique combination of skills and experience.
Casey enjoys spending time with his wife and four children.
Certified Public Accountant (CPA), WA
Certified Information Technology Professional (CITP), (AICPA IMTA Section)
Licensed Insurance Producer (Broker), Life and Disability, WA