Brian Kasteler

Brian has been a financial advisor since 1992. The focus of Brian’s practice has been on providing wealth management and financial planning to support individuals and small business owners. This enhances each clients’ ability to successfully navigate their financial accomplishments.

His 29 years of industry experience has given him a unique understanding and perspective of how to effectively execute a financial plan tailored to each clients’ exacting needs. Brian takes the time to gain an understanding of each client’s individual goals and priorities.

Intermountain Financial Partners philosophy reflects Brian’s client-centric approach to planning, asset growth, wealth preservation, succession planning, and multi-generational wealth. With independence and clarity each client is treated with the utmost care and consideration for their unique needs. Brian indeed has a passion and care for each of his clients.

Brian is a Utah native, currently living in Sandy with his wife Tiffany. They have five children, Colton, Taylor, Romney, Brekyn, and Kamryn.

FINRA Series 6 (Investment Company Products/ Variable Contracts)

FINRA Series 7 (General Securities)

FINRA Series 63 (Uniform Securities Agent)

FINRA Series 65 (Investment Advisor Law)

Licensing held through LPL Financial

 

Contact

(385) 253-4511 Office

bkasteler@intermountainfp.com

Administrative Staff

Erica Spencer

(385) 253-4506

espencer@intermountainfp.com

Jenna Rosa

(385) 253-4512 

jrosa@intermountainfp.com