Kiley Kastl, CFP®
Financial Advisor
“Wealth that matters is having a career that I love structured in a way that encourages me to spend time with my family, travel, and do other things that are important me – rather than having to wait for retirement to actually enjoy my life!”
Kiley’s experience in the financial services industry includes time with SD Financial Pathways and Mercer Advisors prior to joining the Vestia team. Weaving together on-the-job learning, real-life experience, and her keen understanding of the global economy, Kiley believes in holistic planning centered around an exceptional client experience. It is her utmost priority to be the best financial advocate a physician could ask for. She makes her clients’ goals her own, bears the burden of their financial stress, saves them time, and mitigates threats to their success. Kiley is committed to furthering her passion for spreading financial literacy by educating young doctors on the best ways to accumulate, grow, and manage wealth for many years to come.
After graduating from Michigan State University with her B.A. in International Relations, Kiley started her career in supply chain management with a food ingredient company. She ran their global procurement department, negotiating millions of dollars in contracts and collaborating with brokers, freight forwarders, sales and logistics. After some time, she began to crave a new challenge where her hard work could make a direct positive impact in peoples’ lives, and that brought her to personal finance. Kiley holds her Series 65 registration, her life and health insurance licenses, and has obtained the prestigious CERTIFIED FINANCIAL PLANNER® designation.
Kiley’s personal life echoes her work life through her natural inclination to serve others. She volunteers weekly at an animal shelter and is active in local service organizations. Kiley also enjoys running, hiking and traveling with her fiancé, Gabe, and spending time with their rescue cat, Lola.
Kiley Kastl, CFP®
Financial Advisor
Share an interesting story about your family.
I come from a proud Michigan family of self-proclaimed “dog people”! My parents have 7 spoiled rescue dogs between them! 101 Dalmatians was my favorite movie growing up and I always loved watching AKC dog shows on Animal Planet. I don’t have the lifestyle for a dog right now so I get my fix by volunteering at an animal shelter each week.
When did you first realize you were interested in finance?
When I was in middle school, my stepdad printed out a table illustrating the power of compounding interest and how it, quite literally, pays to start early. It blew my mind to see the math proving that time really is money! Although I didn’t appreciate his advice as a kid, it stuck with me. He is the reason I won’t buy candy out of a quarter machine because “you could buy a whole bag of gumballs for $1, why would you pay 25 cents for one?!”
What is the most important thing you have learned about helping other people?
I can’t pick just one, so I’ll share two:- Listen more than you speak. Before you can help someone, you need to truly understand where they’re coming from and that requires active listening.
- Under-promise and over-deliver. Do what you said you’d do, when you said you’d do it. If issues arise (and they will), own it and take responsibility for making it right. Trust is everything!
What are you known for among your friends?
I am the squad’s trustworthy problem-solver/advice-giver. I cherish deep conversations with those I care about most and am happy to put my brain to work to help them through a sticky situation or roadblock.
What is your favorite part of what you do at Vestia?
Vestia is the most fun and collaborative team environment I’ve ever been in! Everyone generously pools together their strengths and experiences to provide our physician clients with the best information and resources possible.
How do you spend your time outside of work?
I really enjoy the outdoors, and my fiancé and I have become quite the hikers. We’ve hiked in Iceland, Shenandoah National Park in Virginia, and the “Mighty 5” national parks in Utah, to name a few. I also like to run, read, volunteer, have wine and cheese nights with friends, and watch Michigan State football—go green!
What book do you always tell people they should read? Why?
Dare to Lead by Brené Brown. I used to pride myself on perfectionism and looked at vulnerability as a weakness. This book taught me that being vulnerable is an important act of bravery and leadership, and ultimately gives others the permission to be real with you, too.
One of Vestia’s values is to model “wealth that matters.” What does this mean to you?
“Wealth that matters” is having a career that I love that goes beyond mere financial benefit – a career that enriches my life by being intellectually stimulating and one that builds an amazing community of clients and colleagues. I want to be a part of something bigger than myself, structured in a way that encourages me to spend time with my family, travel, and do other things that are important to me – rather than having to wait for retirement to actually enjoy my life!
- CERTIFIED FINANCIAL PLANNER®
- BA in International Relations, Michigan State University
- Series 65
- Life insurance, licensed agent
- Health insurance, licensed agent
- Nashville Humane Association Volunteer
- Troubadour Member at the Country Music Hall of Fame
- CFP Board Mentorship Program
- FPA NexGen
- CERTIFIED FINANCIAL PLANNER®
- BA in International Relations, Michigan State University
- Series 65
- Life insurance, licensed agent
- Health insurance, licensed agent
