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Karsten K

Series 66

Springfield, OR

Vantage Financial Group

Karsten Kaczmar is a financial advisor at Vantage Financial Group with eight years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc., and First Command Financial Planning. Outside of his advisory role, he has experience working with rideshare companies Uber and Lyft. Vantage Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm emphasizes customized portfolios based on clients’ goals and risk tolerance and regularly conducts public seminars and workshops on investment topics.

Retirement income strategy General retirement planning Debt management Tax strategies for small businesses Founder/Business Owner Executive
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