Скачать или смотреть Get to know Jordan Kast, CFP®

Jordan is a CERTIFIED FINANCIAL PLANNER™ practitioner with GDS Wealth Management and has over a decade of experience in financial planning. He is dedicated to managing and preserving wealth for clients and their families, striving to ensure that they are able to meet the goals they set for their financial future. Jordan works hard to enhance and preserve clients' investments while assisting them with their goals through long-term financial solutions, including portfolio management, retirement planning, estate planning, 529 education savings plans, and more.

When choosing a Financial Planner, it is important to select someone clients can trust and build connections with. Jordan recognizes the value in this and wants clients and potential clients to know that they are not simply a number on a screen to the GDS Wealth Management team. Rather than being driven by sales or numbers, Jordan and the GDS team establish meaningful relationships with clients to better serve them and their needs.

Investment advice offered through GDS Wealth Management, a registered investment adviser. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements. For a full list of GDS Wealth Management’s disclosures, visit www.gdswealth.com/disclosures.