Karstens Financial
Karstens Financial was established by Dennis J. Karstens, better known as Jake. He commenced his professional career in 1998 as an intern and in 2002 as Regional Sales Representative for Deutsche Bank. At Deutsche bank he grew professionally obtaining licenses and learning about products including mutual funds, managed accounts, annuities, and retirement plans. In 2006, Jake Karstens joined the team at Managers Investment Group, where he initially functioned as a Regional Sales Representative. Dennis Karstens' performance led to several promotions including Senior Regional Sale Rep and then Regional Director covering the central region of the country. Starting in late 2008, Jake channeled his experience into a position as an independent insurance broker and financial advisor. He has grown his practice year by year primarily through referrals from existing clients. He helps each client with their individual insurance and financial situation. He has truly found his calling in helping people with their financial goals. Jake Karstens joined Interactive Financial Advisors to offer financial planning and money management to his clients. Jake offers financial planning as a complimentary service to his clients. He wants to help clients understand their insurance policies, financial plans, and most importantly, their options. Meeting with Jake simply means sitting down and reviewing your current situation - family, business, finances, property, and long-term plans. He will then use this information to identify a process to achieve your financial goals.
About Karstens Financial
Founded
2008Estimated Revenue
$1M-$10MEmployees
1-10Category
Sector
FinancialsIndustry Group
InsuranceIndustry
InsuranceLocation
City
Winter ParkState
FloridaCountry
United StatesTech Stack (88)
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