Jordan Kast, CFP® - Financial Planner

Jordan is a CERTIFIED FINANCIAL PLANNER™ practitioner at GDS Wealth Management and has over a decade of experience in financial planning. He works with clients and their families on wealth planning matters and focuses on helping them work toward the financial goals they have established. Jordan supports clients in managing their financial resources and planning for their financial future. Jordan works with clients on long-term financial planning strategies, including portfolio management, retirement planning, estate planning, and 529 education savings plans, among other planning areas.

When choosing a Financial Advisor, Jordan believes it is important to work with someone clients can trust and build connections with. He recognizes the value of personal relationships and wants clients and prospective clients to know they are not simply a number to the GDS Wealth Management team. Rather than being driven by sales or numbers, Jordan and the GDS team focus on building long-term relationships to better understand clients 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 much of his life. When he isn’t working, he enjoys spending time outdoors with family and friends or playing and listening to music.

Investment advisory services are offered through GDS Wealth Management (“GDS”), an SEC-registered investment adviser; registration does not imply a certain level of skill or training. Content, including personal background, professional designations, and investment approach, is provided for general informational purposes only and should not be considered personalized investment advice, a recommendation, or a guarantee of future results, nor does it create an advisory relationship. Professional designations are awarded by third-party organizations and do not imply a certain level of skill or expertise. For additional information, please visit gdswealth.com/disclosures.