Focus: Insurance Strategies, Investment Strategies
As the Agency’s Investment Specialist, Brian Kasteler brings his experience of investment and asset allocation1 strategies to our team. Brian focuses on promoting and facilitating the investment aspects of our business.
Through introducing Agency producers to innovative investment products and offering marketing support, Brian is a prime resource to increase the effectiveness with our clients.
Brian began his career over 22 years ago and has successfully developed his business and earned many industry recognitions including MassMutual's Top of the Council, Blue Chip and Leader's qualifier. Brian’s experience with high net worth individuals and corporations gives him a detailed understanding of estate analysis, tax advantaged investing2, retirement plans as well as asset allocation strategies.
Certified Fund Specialist (CFS) designation
FINRA Series 7 (General Securities)
FINRA Series 65 (Investment Advisor Law)
Licensed in California (#0C22197), Texas, Utah and Washington
1 Asset allocation does not guarantee a profit or protect against loss in declining markets.
2 Neither MassMutual nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.
Check the background of this investment professional on FINRA’s BrokerCheck