Phil Kastenholz
Helping families reach their goals through creative planning
- Role
- Director - Investment Strategy & Research, Partner at Aspiriant
- Location
- Franklin, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Phil Kastenholz
I have been providing comprehensive wealth planning consulting services since With…
Experience
Director - Investment Strategy & Research, Partner
Nov 2016 — Present
Education
Marquette University
Bachelor of Science (B.S.), Accounting
1996 — 1999
Skills
- Certified Financial Planner
- Personal Financial Planning
- Strategic Financial Planning
- Wealth Management
- Investments
- Asset Allocation
- Chartered Financial Analyst
- Cpa
- Investment Advisory
- Estate Planning
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