About

Advocating for employee financial literacy through workshops and curated training.

Young professionals these days are self-starting, experiential, and well educated.  But many of them are entering an increasingly competitive skilled workforce, while they are saddled with debt, and less likely to have the security of pensions and Social Security than generations before them.   Studies have shown these issues take a toll on young professionals.  Financial concerns are a major source of stress for workers, and alleviating that stress has been shown to lead to a happier, more productive and loyal workforce.

It takes most people decades to get a handle on their personal finances, and by that time they've missed a huge opportunity: the chance to start early.   Unequivocally, the earlier one starts to get a grip on their debt management, savings and investments, the more financial flexibility they will enjoy in their future.

Give your employees the gift of financial literacy with Wealthology 101.   Our trainer comes to your workplace and delivers a customized session to your employees.   They will leave feeling hopeful and capable, and with an actionable toolkit they can use to take control of their earnings, debt and investments.

Yale University - Wealthology 101

Yale University - Wealthology 101

 
 

Biography

Casey Halliley is the Founder and Chief Educating Officer of Wealthology. She is a financial literacy expert who motivates and inspires young students and professionals to take control of their personal finances so they can live the lives they want and they deserve. 

Casey has her BA with a Major in Sociology and a Minor in Public and Community Service from Providence College and her Masters in Public Administration specializing in Finance from NYU.  She spent the early part of her career working at Citibank trading currencies, and Barclays Bank PLC trading Structured Credit Products and founded Wealthology in 2014 when she realized, despite spending the past 15 years studying, structuring and trading sophisticated financial products, she had never received one hour of training on how to manage her own personal finances.

In addition to her corporate training work, she consults for a Registered Investment Advisor, teaches financial literacy games to at-risk teens at a local Crisis Center, advises a digital insurance company on educational content and sits on the board for The Center for Continuing Education in her community.

Casey has spoken at corporations such as: Viacom, PURE Insurance, Boston Consulting Group, Elloqui, Life Labs Learning and BrandPie as well as many schools including Yale University and Columbia Business School. 

She believes spending one hour learning the basics of financial literacy when you are young can be life changing to the tune of millions of dollars.

When she’s not working on colossal risk management excel spreadsheets or speaking at corporate training programs, you’ll find Casey cooking, devouring books, or carpooling her four kids around town.