David Kastner joined Adams Wealth Advisors in May of 2022 as the Director of Investment Management and Senior Advisor. After a 25-years working at Charles Schwab as a Senior Portfolio Manager and head of Schwab’s Market Analysis division, David and his wife moved from Denver to the beautiful Cache Valley. Prior to Schwab, he was in banking and traded commodity and financial futures on the Kansas City Board of Trade. In 1990, he graduated with a bachelor’s degree in Economics from the University of Kansas and earned a CFA Charter Holder designation in 2003.
David is excited to continue his career at a firm and in a community with strong values, where he can build enduring relationships with clients and help them achieve their financial goals.
In his free time, David and his wife enjoy spending time with their three children and two grandchildren, mountain biking, and skiing. And now that they’re back in the mountains, he’s dusting off his old fishing fly rod to try his luck in the surrounding rivers.
We’re ecstatic to welcome David to the Adams Wealth Advisors team!
Adams Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.