Our Advisors


Robert W. Kasten

Over 13 years ago Rob decided to become a Financial Advisor with ING Financial Partners (now Voya).  Currently, working as a Financial Advisor for First Allied Securities, Rob has been in the financial business for 25 years.  His licenses and certifications inlcude Series #7, Series #63, and Series #65, and a Principal Series #24.  As a Compliance Auditor for several years, Rob conducted comprehensive audits of Financial Broker's adherence to regulatory guidelines and internal controls, as well as recommended improvements.    

As a baby boomer, Rob has witnessed the need to build portfolios for retirement income according to this clients needs.  When not working, Rob enjoyes fishing in the waters of Galveston Bay and the East Bay.  He also relaxes with his family and grandchildren at his Beach House on Crystal Beach, Texas.

 

Mike H. Azad

Michael H. Azad, B.B.A., M.B.A., J.D., L.L.M. (Tax) has several years of experience in wealth management.  He offers services to Executives, Physicians, and Business Owners.  For over 20 years Mike has provided Estate Planning, Business Succession Planning for Business Owners, Asset Protection as well Advanced Retirement Planning.  He is certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization of the State Bar of Texas.  He has an extensive professional background within the area of risk management and estate planning, which includes experience as an estate and tax attorney, Adjunct Professor of tax and Business Law and former estate tax attorney with the Internal Revenue Service.  He is rated AV by Martindale-Hubbell, which is the highest rating awarded to attorneys in the United States.