Jordan Kast, CFP®

Jordan is a CERTIFIED FINANCIAL PLANNER® at GDS Wealth Management and has over a decade and a half of experience in financial planning. He works with clients and their families on wealth planning matters and focuses on helping them work toward their financial goals. 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 you can trust and build a connection with. He recognizes the value of personal relationships and believes financial planning is most effective when advisors take the time to understand each client’s needs and goals. 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 and his Financial Planning Certificate from Pepperdine University. He currently lives in Argyle, Texas, with his wife, Allie, their 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, playing and watching sports, and playing and listening to music.

GDS Wealth Management is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This material is provided for informational purposes only and should not be construed as personalized investment advice or a guarantee of future results. Additional information regarding professional designations and business practices is available at www.gdswealth.com/disclosures.