Broker Check
Mike Kastler

Mike Kastler

Owner / Financial Planner

Years ago, I was looking for unbiased financial advice and couldn’t find it. Questions went unanswered.  Pressure to buy products I didn’t want or need.  Over the last 20 years, in both an informal and professional capacity, I found that many others are in the same situation.

That's when I decided to get into the financial services industry as a fiduciary financial planner.  I went back to school to get my Master of Science in Finance.I wanted to be educated before I ever spoke to a client.  In 2015 I started Kastler Financial Planning to help others with what I was looking for myself:  Professional advice without the pressures of the ‘product sales experience’ on the client.

I also wanted to incorporate all the consultative training I had received in my previous IT career.  From all of this I formulated my “5T’s”Core Values that I’ve carry into all my client engagements:

  • Transparency in my fees and contracts
  • Timely in my responses to you
  • Teach with the heart of a teacher
  • Thoughtful with every Plan creation, as though it was my own
  • Thankful for the opportunity to serve you

In 2020, I obtained the designation of Retirement Income Certified Professional, RICP®, to better serve my clients with Income Planning.

Outside of my professional life, I enjoy time with my family, woodworking, and recently took up fly fishing.  I also enjoy Tiger baseball and optimistic about the young team that has been in the works for the last few years.