David L. Kasten, CFP®

financial investment advisor

Meet David L. Kasten, CFP®

“Because of recent law changes, physicians and business owners will face greater financial burdens. I’m proud to lift the financial burden from those who provide such essential services to our communities.”

As a CFP® at Lowe Wealth Advisors, David serves as a Senior Associate Planner, developing and updating clients’ financial plans. He joined Lowe Wealth Advisors in March 2001 after honing his skills with the T. Rowe Price Group for seven years. David enjoys meeting with clients to present and review financial plans. With incredible customer service skills, David has an uncanny ability to remember details mentioned in passing.

 

Education:

  • B.S., Business and Finance, Mount Saint Mary’s College

Professional Info:

  • Certified Financial Planner®
  • Member, Financial Planning Association
  • Participant, Financial Planning Association residency and mentorship program

Did you know? David is a…

  • Proud Dad to two children.
  • Youth Sports Coach for his kids’ basketball teams.

Connect with David on LinkedIn

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