Micki Kastel, Certified Senior Advisor (Csa)®

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

Director of Operations | Wealth Management | Fee-Only Financial Planning | Investment Strategy | Member Greater Sarasota Chamber of Commerce @ White Oaks Wealth Advisors, Inc
Micki Kastel, Certified Senior Advisor (Csa)®'s Location
Sarasota, Florida, United States, United States
About Micki Kastel, Certified Senior Advisor (Csa)®

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

Micki Kastel, Certified Senior Advisor (Csa)®'s Current Company Details
White Oaks Wealth Advisors, Inc

White Oaks Wealth Advisors, Inc

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Director of Operations | Wealth Management | Fee-Only Financial Planning | Investment Strategy | Member Greater Sarasota Chamber of Commerce
Micki Kastel, Certified Senior Advisor (Csa)® Work Experience Details
  • White Oaks Wealth Advisors, Inc
    Director Of Operations
    White Oaks Wealth Advisors, Inc Jul 2008 - Present
    Sarasota, Florida, United States
  • The Greater Sarasota Chamber Of Commerce
    Member
    The Greater Sarasota Chamber Of Commerce 2018 - Present
    The Greater Sarasota Chamber of Commerce (GSCC) is a major force in our community's economic prosperity and outstanding lifestyle. An award-winning not-for-profit membership organization, the Chamber provides the leadership to achieve a diverse balanced economy that enhances the quality of living and working in greater Sarasota. The GSCC strives to keep programs current and responsive to the demands of Sarasota's modern business climate. In our continuously evolving marketplace, The Chamber is a bridge that links businesses, organizations and residents together with innovative programs that strengthen Sarasota's long-term economic vitality, business success, job creation and quality of life. By being a partner to our businesses we work to connect, promote, and support our members with opportunities to grow. The Greater Sarasota Chamber of Commerce's dynamic group of 1,200 member companies and organizations recognize the value of working together to accomplish what no single member could hope to achieve individually. Using our members' collective vision, resources and energy, we work to maintain a healthy environment in which our community can grow and prosper.The Greater Sarasota Chamber of Commerce was established in 1921 and is located on the West Coast of Florida. Our four divisions and eight councils continually look for exciting and progressive ways to help our members, employees and community.We believe that our active Chamber is one of the reasons that greater Sarasota is consistently identified as one of America's most desirable areas to live, work and enjoy the best that life has to offer.

Micki Kastel, Certified Senior Advisor (Csa)® Skills

Editorial Skills Leadership Client Relationship Building Private Client Services Lean Process Improvement Reporting And Analysis Event Planning Team Leadership Customer Relationship Management Strategic Planning Seo Strategy Operations Management Quality Auditing Training Employee Training Customer Service Regulatory Compliance Website Management Creative Direction Business Process Improvement Continuous Process Improvement Management Analytical Skills Strategic Communications Marketing Communications Project Management Process Management Compliance Management Marketing Research

Micki Kastel, Certified Senior Advisor (Csa)® Education Details

Frequently Asked Questions about Micki Kastel, Certified Senior Advisor (Csa)®

What company does Micki Kastel, Certified Senior Advisor (Csa)® work for?

Micki Kastel, Certified Senior Advisor (Csa)® works for White Oaks Wealth Advisors, Inc

What is Micki Kastel, Certified Senior Advisor (Csa)®'s role at the current company?

Micki Kastel, Certified Senior Advisor (Csa)®'s current role is Director of Operations | Wealth Management | Fee-Only Financial Planning | Investment Strategy | Member Greater Sarasota Chamber of Commerce.

What schools did Micki Kastel, Certified Senior Advisor (Csa)® attend?

Micki Kastel, Certified Senior Advisor (Csa)® attended St. Cloud State University, University Of St. Thomas - Opus College Of Business.

What skills is Micki Kastel, Certified Senior Advisor (Csa)® known for?

Micki Kastel, Certified Senior Advisor (Csa)® has skills like Editorial Skills, Leadership, Client Relationship Building, Private Client Services, Lean Process Improvement, Reporting And Analysis, Event Planning, Team Leadership, Customer Relationship Management, Strategic Planning, Seo, Strategy.

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