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Jordan B
CFP®, Series 63, Series 65
Coral Springs, FL
Kasmat Risk Management, LLC.
Jordan Barletta is a CFP® professional with 15 years of experience, currently serving as the sole advisor at Kasmat Risk Management, LLC. He has been with the firm since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also an insurance agent specializing in commercial property and casualty as well as employee benefits insurance. Kasmat Risk Management is an independent, state-registered investment adviser providing portfolio management and financial planning services to both individual and institutional clients. The firm employs a strategic asset allocation approach combining passive index funds and selective active managers, offering non-discretionary portfolio management alongside fixed-fee and hourly planning options.
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