Jordan D. Kast, Cfp® Email and Phone Number
I am a CERTIFIED FINANCIAL PLANNER™ with GDS Wealth Management and with a decade of experience in financial planning. I am dedicated to managing and preserving wealth for you and your family and strive to ensure that you are able to meet the goals you set for your financial future. I work hard to enhance and preserve your investments, while assisting you with your goals through long-term financial solutions using portfolio management, retirement planning, estate planning, 529 education savings plans and more. When choosing a financial planner, it is important to select someone you can trust and build connections with. I recognize the value in this, and want 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, the GDS team instead establish meaningful relationships with clients to better be able to serve them and their needs.
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Financial PlannerGds Wealth ManagementFlower Mound, Tx, Us -
Financial PlannerGds Wealth Management Jan 2021 - PresentFlower Mound, Texas, UsCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® on the U.S.Investment advice offered through GDS Wealth Management, a registered investment adviser. -
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Wealth Planning AssociateWealth Design, Llc Mar 2014 - Apr 2014Campbell, Ca, Us -
Financial Planning AssociateAmeriprise Financial Services, Inc. Feb 2013 - Feb 2014Minneapolis, Mn, Us -
MusicianTrinity Lutheran Church, Fresno Nov 2012 - Feb 2014
Jordan D. Kast, Cfp® Education Details
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Pepperdine Graziadio Business SchoolFinancial Planning And Services -
California State University, FresnoAccounting And Finance -
Buchanan High SchoolHigh School Diploma
Frequently Asked Questions about Jordan D. Kast, Cfp®
What company does Jordan D. Kast, Cfp® work for?
Jordan D. Kast, Cfp® works for Gds Wealth Management
What is Jordan D. Kast, Cfp®'s role at the current company?
Jordan D. Kast, Cfp®'s current role is Financial Planner.
What schools did Jordan D. Kast, Cfp® attend?
Jordan D. Kast, Cfp® attended Pepperdine Graziadio Business School, California State University, Fresno, Buchanan High School.
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