David L. Kasten

Financial services specialists spanning two generations

Investment Advice from Financial Planning Experts

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DAVID L. KASTEN ↵

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David L. Kasten, CFP

David is a Senior Associate Planner and has been with Lowe fs since March, 2001. Teaming with Greg, Jennifer and Harold, David's developing financial plans and keeping the plans up-to-date. He enjoys meeting with clients to present and review the plans in person and via our WebEx electronic meeting platform.

Prior to joining Lowe fs David gained over seven years of industry experience with the T. Rowe Price Group.

In 1999, David received the Certified Financial Planner® designation and is a current member of the Financial Planning Association. David participated in the Financial Planning Association residency and mentorship program. The program is an intensive five-day retreat where Certified Financial Planners® share ideas and expertise about financial planning, client service and technology.

David graduated from Mount Saint Mary’s College with a Bachelor of Science degree in Business and Finance.

Independent CFP, Portfolio Management

David L. Kasten, CFP

6230 Old Dobbin Lane | Suite 170 | Columbia, MD 21045 | tel 443.766.7160