Who We Are

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Jordan Kast, CFP®

Financial Planner

Jordan is a CERTIFIED FINANCIAL PLANNER™ practitioner with GDS Wealth Management and has over a decade of experience in financial planning. He is dedicated to managing and preserving wealth for clients and their families, striving to ensure that they are able to meet the goals they set for their financial future. Jordan works hard to enhance and preserve clients' investments while assisting them with their goals through long-term financial solutions, including portfolio management, retirement planning, estate planning, 529 education savings plans, and more.

When choosing a Financial Planner, it is important to select someone clients can trust and build connections with. Jordan recognizes the value in this and wants clients and potential clients to know that they are not simply a number on a screen to the GDS Wealth Management team. Rather than being driven by sales or numbers, Jordan and the GDS team establish meaningful relationships with clients to better serve them and their needs.

Jordan received his degree in Accounting and Finance from California State University, Fresno. He currently lives in Argyle, Texas with his wife, Allie, his son, Daniel, and their Golden Retriever, Monza. Jordan has been playing the guitar since he was eight years old and has been involved with music for the majority of his life. When he isn’t working, he enjoys spending time outdoors with family and friends or playing and listening to music.

Investment advice offered through GDS Wealth Management, a registered investment adviser. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements. For a full list of GDS Wealth Management’s disclosures, visit www.gdswealth.com/disclosures.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

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