About Me
Karsten Kaczmar
Sound familiar?
I’m Karsten Kaczmar, and I’m an Impact Conscious Financial Advisor.
In a nutshell, I help my clients invest in a way they can be proud of– a way that profoundly aligns with both their environmental and social values AND with their financial needs and values. I help my clients harmonize all of it, so that their altruism isn’t contradicted by their portfolio.
I’ll work with you to create a plan, path, portfolio, and ongoing guidance to help you financially thrive while making the world a better place simultaneously.
How do you and I achieve that? Through conflict-free, client-first, fiduciary advice and asset management.
As a strictly fee-based Investment Advisor Representative, I am able to help my clients transform their financial lives without the conflict of commissions—or the need to compromise on my clients’ values in order to fit them into pre-designed financial products, like the vast majority of other advisors and financial products do.
I head up the ESG and Social Impact Research at our firm, and create strategies to maximize both returns and positive impact at once.
Your financial future and value system can and should harmonize.
Click below to schedule a complimentary 45-minute Financial & Social-Impact Analysis, where I will walk you through strategies to harmonize your financial goals with your dreams for a better world.