Investment Advisor Representative

Office and Compliance Manager

Karsten Kaczmar

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Karsten Kaczmar helps busy professionals who feel tension between wanting their money to do good and wanting to do what's best for their financial goals. He provides them with a plan, a path, a portfolio, and ongoing guidance to both reach financial freedom and create positive social-environmental impact simultaneously.

 

He began in the finance industry as a commission based advisor, then transitioned to Merrill Lynch, but ultimately found the corporate structures kept working against his passion to fully empower his client's financial lives in ways that fully match their values.

His focus has always been conflict-free, client-focused advice. 

 

Karsten feels that as a strictly fee-based Investment Advisor Representative,  he's able to help his clients transform their financial lives and reach their goals without feeling the conflict of commissions—or the need to compromise on his clients' values in order to fit them into a pre-designed financial product.  

 

Karsten heads up the ESG and Social Impact Research at Vantage, and shows his clients how to maximize both returns and impact for good at once.

 

Your financial future and value system should harmonize.

 

Click below to schedule a complimentary 60 minute Financial & Social-Impact Analysis, where Karsten will walk you through how to harmonize your financial goals with the dreams you have for a better world: