Micki Kastel, Certified Senior Advisor (Csa)® Email & Phone Number

WHAT I DOI am responsible for developing and maintaining procedures to improve efficiency, including enhancing client experience. “Operations is the backbone of a firm—necessary to fulfill client needs with great efficiency and effectiveness. Igniting positive action and change.”WHO I WORK WITHYou are a key corporate executive, closely-held business owner, or wealthy individual. You have investable assets of $2-20 million and your financial life is complex. That complexity may come from multiple factors, such as your investment strategy, your equity compensation, your taxes, or other financial considerations, and you do not have the expertise, interest, or time to manage it. You have a nagging feeling that your financial plan can be stronger, but you aren't sure what to do. You want a partner to provide and coordinate expert guidance on specific actions you can take to strengthen your financial plan.HOW TO CONTACT MECall me at 941.315.5738 or email me at micki@whiteoakswealth.com.COMMUNITY INVOLVEMENTI am actively involved in organizations supporting the preservation of natural resources and promotion of local arts (painting, performance art) in the Sarasota, Florida community.Wealth ManagementFee-Only Financial PlanningFiduciaryFinancial ManagementRetirement Planning401(k) ManagementIRA ManagementRoth IRA ConversionsTax PlanningTax OptimizationInvestment ManagementAlternative InvestmentsPassive InvestingSocially Responsible InvestingESG InvestingInvestment StrategyFamily Office ServicesEmployer Benefits ManagementTrust ServicesTrust PlanningDeferred CompensationCollege Planning529 PlanningEquityInheritanceWealth Transfer

Listed skills include Editorial Skills, Leadership, Client Relationship Building, Private Client Services, and 26 others.