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Kiley Kastl
Financial Advisor at Vestia Personal Wealth Advisors
Professional Background
Kiley Kastl is a dedicated financial services professional who has cultivated a deep understanding of the financial planning industry since starting her career in early 2016 at SD Financial Pathways. Following the company's acquisition by Mercer Advisors in January 2020, Kiley embraced new opportunities and currently serves as a Financial Advisor at Vestia Personal Wealth Advisors. She works with a collaborative team focused on providing high-quality financial advice, particularly to physicians, helping them to achieve their goal of "Wealth without Regret."
Kiley’s journey in finance is marked by her entrepreneurial spirit and tenacity in problem-solving. She has a keen interest in holistic financial planning that prioritizes client experience. Kiley has cultivated her expertise through practical experience, combined with her attainment of the FINRA Series 65 license, and is committed to being the best financial advocate possible for her clients. Kiley's core belief is to align clients' financial goals with those of the advisors, ensuring that clients not only see success but navigate threats to achieving their financial aspirations effectively.
Education and Achievements
Kiley’s academic background has set a strong foundation for her career in financial planning. She earned a Bachelor of Arts degree in International Relations and Affairs from the prestigious Michigan State University, specifically from the James Madison College, which emphasizes the importance of political and economic systems. Kiley did not stop there; she pursued further education by attaining a Master of Science in Personal Financial Planning from the College for Financial Planning. This educational path demonstrates her commitment to understanding the complex world of finance and her dedication to lifelong learning. Currently, she is engaged in coursework to obtain the Certified Financial Planner (CFP) designation, underscoring her commitment to professional development in personal finance.
Her work experiences include several critical roles that equipped her with an extensive skill set. Notably, before transitioning fully into the world of financial advising, Kiley served as an Operations Manager at SD Financial Pathways, where she honed her managerial skills and understanding of financial operations. Additionally, she has worked in procurement at American International Foods, and held various positions tied to community engagement and market analysis in organizations such as the Michigan Department of Agriculture and Rural Development. Kiley’s diversified experience has not only bolstered her financial acumen but has also fostered a sense of social responsibility, as reflected in her volunteer activities.
Community Involvement and Personal Interests
Beyond her professional duties, Kiley is deeply committed to furthering financial literacy in her community. Her involvement with the Metro Detroit Young Professionals Kiwanis Club showcases her passion for serving others and making a positive impact. Additionally, as a weekly volunteer at the Madison Heights Animal Control Shelter, Kiley demonstrates her empathy and desire to contribute positively to society.
Additionally, Kiley embraces an active lifestyle, enjoying running, traveling, and consistently seeking to improve herself. Her combination of professional dedication and personal interest in serving others reflects her holistic approach to her life, merging her career and community service seamlessly. She embodies the potential that financial literacy has to change lives, making it her mission to educate clients and broader audiences on the best ways to accumulate, grow, and manage wealth effectively for many years to come.
Kiley's enthusiasm for her industry, commitment to her professional growth, and passion for community service highlights her aspirations to be a pivotal change within the financial planning sector, making her a truly inspiring figure within her field.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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