Brad Kingsley
    VerifiedCFPCEPA

    Brad Kingsley

    Founder

    Maximize Your Money - Cast Financial
    Mount Pleasant, South Carolina11 years experience$1 minimum

    About Brad

    Christian, husband, father, entrepreneur, and financial planner. Brad is a lifetime learner who loves helping people solve problems and create plans to achieve their goals.

    Areas of focus

    Credentials & background

    Designations

    CFPCEPA

    Clients served

    IndividualsFamiliesYoung ProfessionalsMedical ProfessionalsTech Professionals

    Registered in

    South Carolina

    The firm

    Maximize Your Money - Cast Financial

    Cast Financial's mission is to help with the continuous improvement of our client's lives.​ We do this by providing wealth management services to those who want to be good stewards of God's money. We have a passion for helping small business owners but we are open to working with anyone who has the desire and passion to live their lives to their full potential.

    1121 Park West Boulevard, Mount Pleasant, SC 29466

    Disclosures

    Investment advisory services are offered through Cast Financial LLC (“Cast Financial”), a registered investment advisor located in Nebraska. Cast Financial is registered in NE & SC. Cast Financial may only transact business in those states in which it’s registered or qualifies for an exception or exclusion from registration requirements.