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Brad Kingsley

Founder

Maximize Your Money - Cast Financial

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.

I am a partner and Certified Financial Planner™ at Kinwell. I have always believed that the best way to serve my clients and solve their unique financial challenges is through objective unbiased advice. Kinwell was launched for the betterment of our clients and to provide value in a much different w... One thing I want my clients to know about me is: I am a partner and Certified Financial Planner™ at Kinwell. I have always believed that the best way to serve my clients and solve their unique financial challenges is through objective unbiased advice.

I work with a select group of professionals and business owners who aspire to reach a work optional lifestyle. With over 20 years of experience, I have the knowledge and professionalism to serve your needs. Becoming work optional takes planning. We put the same amount of thought into your retire...

I love working with early- and mid-career healthcare professionals, including physicians, nurses, therapists, and physician assistants. I help clients navigate the financial challenges that come with demanding careers, focusing on student loan strategies, tax-efficient investing, and long-term wealth building that aligns with their goals. I also help clients adapt their plans as life evolves, such as moving from residency to practice, starting a family, buying into a practice, relocating, or preparing for retirement. Coming from a nontraditional finance background, I studied Computer Science and Mathematics and spent the early part of my career as a software engineer.