Biographies
Brian Kasteler
Agency Investment Specialist and Financial Advisor
Brian Kasteler - Top of the Council Award Recipient; Blue Chip Council Award Recipient; Leaders Award Recipient
CA Insurance License #0C22197
As the Agency’s Investment Specialist*, Brian brings his experience of investment and asset allocation* 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 18 years ago and has successfully developed his business and earned many industry recognitions. Brian’s experience with high net worth individuals and corporations gives him a detailed understanding of estate analysis, tax advantaged investing, retirement plans as well as asset allocation strategies.
Certified Fund Specialist (CFS) designation
FINRA Series 7 (General Securities), and Series 65 (Investment Advisor Law) registrations
Licensed in California (#0C22197), Texas, Utah, and Washington
Brian Kasteler is a Registered Representative and Investment Adviser Representative of, and offers securities and investment advisory services through, MML Investors Services, Inc.
*Asset allocation does not guarantee a profit or protect against loss in declining markets.
