Justin Hart is a financial advisor with CS Planning Corp, holding Series 63, Series 65, and Series 66 credentials and 13 years of industry experience. He has worked at CS Planning Corp since 2017 and also has experience with Tao Private Wealth, LLC and a single family office. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model and constructs diversified portfolios tailored to client risk tolerance, often managing accounts on a discretionary basis.

Catherine Kessler is a financial advisor with CS Planning Corp and holds Series 63 and Series 65 licenses. She has 31 years of industry experience, including roles at Tao Private Wealth, LLC and Fidelity Brokerages Services LLC. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to deliver investment supervisory, portfolio management, and financial planning services, using diversified portfolios tailored to client risk tolerance and goals.