David Kastner, CFP®
David joined the team in May 2022 after 25 years working at Charles Schwab. He started as a Senior Analyst in 1997 before becoming a Senior Portfolio Manager and heading up Schwabs Market Analysis division. He also chaired the Investment Committee for Schwab Managed Portfolios" ETFs. In these roles, David was responsible for market and economic research, tactical asset allocation, ETF selection and investment risk management.
Prior to Schwab, David was in banking and traded commodity and financial futures on the Kansas City Board of Trade. In 1990, he graduated with a bachelors degree in Economics from the University of Kansas and earned a CFA Charter Holder designation in 2003.
David enjoys building enduring relationships with clients and helping them achieve their financial goals. He excels at making complex concepts easier to understand for clients that may not closely follow what is happening in the markets.
Outside of work, he and his wife enjoy spending time with their three children and two grandchildren as well as participating in outdoor activities like mountain biking and skiing.
At Adams Wealth Advisors, we take a team-based approach to financial planning. Our highly accredited professionals include CERTIFIED FINANCIAL PLANNER™ practitioners (CFPs®), Chartered Financial Analysts (CFAs), Certified Public Accountants (CPAs), and other industry experts. This collaborative model ensures that clients benefit from a diverse range of expertise, delivering the most effective and customized strategies.
We offer a full spectrum of services to address every aspect of our clients' financial lives, including retirement planning, investment strategies, tax strategies, estate planning, risk management, and education funding. Our investment management philosophy emphasizes disciplined, active management with a focus on long-term growth, risk mitigation, and alignment with each client's goals. By incorporating alternative investments such as structured products and private equity, we provide opportunities beyond traditional portfolios.
What sets Adams Wealth Advisors apart is our unwavering commitment to client care and accessibility. We pride ourselves on proactive communication, ensuring clients are informed and confident in their financial decisions. Our team is always available to provide guidance, answer questions, and adjust plans as life evolves. We believe that successful financial planning is about more than managing assets' it's about partnering with our clients to help them achieve their dreams.
Deeply rooted in the Utah community, Adams Wealth Advisors is passionate about giving back. We actively support local initiatives and charities, reflecting our belief in building stronger communities. This local presence, combined with our world-class expertise, makes us a trusted partner for clients throughout the region.
At Adams Wealth Advisors, we understand that choosing a financial partner is one of the most important decisions you'll make. With a minimum of $200,000 in investable assets, our clients benefit from a level of personalized service and expertise that sets us apart from competitors. We are committed to delivering value that exceeds expectations, always putting our clients' interests first.
Whether you're planning for retirement, growing your wealth, or navigating the complexities of a business transition, Adams Wealth Advisors is here to help. Our mission is simple: to provide clarity, confidence, and peace of mind in every financial decision. Together, we'll create a roadmap for your financial success.
Our Team
Bruce is Vice President of Business Development at Adams Wealth Advisors, leading new-business growth across the firm. With 30 years of experience--11 at Orion guiding sales for its RIA/FinTech platform and 19 in the medical-device industry--he brings a seasoned, metrics-driven approach to business development and strategic expansion. He holds Series 7, 63, and 65 licenses. Away from work, Bruce enjoys traveling with his family, scuba diving, waterfowl hunting, and beekeeping.
2012
10-19 Employees
Fidelity, Schwab, etc.
UT
3
Managing Director, Wealth Management Adams Wealth Advisors
Logan, UT | May 2022 Present
Lead Wealth Management and Business Development teams; set firm-wide strategy and drive client growth.
Portfolio Manager for Adams Wealth investment strategies; deliver tailored wealth solutions.
Manage the AIM Ventura Fund; oversee research, security selection, and risk management.
Director, Senior Investment Strategist Charles Schwab
Denver, CO | Mar 2020 May 2022
Led market/economic research and tactical asset allocation for Schwab Center for Financial Research Market Analysis Group.
Directed ETF selection, portfolio construction, and investment risk management for model portfolios.
Senior Portfolio Manager, Schwab Managed Portfolios ETF Charles Schwab Investment Advisory, Inc.
Denver, CO | Jan 2010 Mar 2020
Managing Director & Senior PM for SMPETF SMA platform; owned strategy design, implementation, and oversight.
Responsible for performance, rebalancing, and investment process governance across ETF mandates.
Managing Director / Senior Analyst / Registered Representative Charles Schwab
Denver, CO | Sep 1997 Dec 2009
Senior roles within SCFR Market Analysis Group producing economic and market commentary.
Earlier background in banking and futures trading; contributed to firm investment views and client education.
Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services
Mutual Funds, Options & Futures, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Email, Your Office, Phone, Video Conference, Our Offices, Your Home, Our Office
Fee-Based
$500,000
Based on Assets
2.0
600
600
600
$590,000,000
100
100
100
$200,000,000
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
America's Top Financial Advisory Firms 2025 recognizes the leading Registered Investment Advisers in the U.S. These firms provide expertise, transparency, and personalized attention, empowering clients to confidently navigate complex financial decisions. Selected from over 15,000 SEC-registered advisories, firms were evaluated based on asset performance, client outcomes, adviser expertise, service breadth, and fiduciary commitment. This ranking highlights firms that prioritize innovation, fiduciary responsibility, and client-first approaches to help individuals and businesses achieve their financial goals.
Adams Wealth Advisors is honored to be recognized as the 2024 Readers' Choice for Best Financial Planner by The Herald Journal. This award celebrates excellence in Cache Valley, highlighting the businesses and individuals that make our community a unique and exceptional place to live and work. We're proud to serve our neighbors with personalized financial planning and wealth management, and we thank the community for their trust and support in helping us achieve this distinction.
The 2024 RIA Survey and Ranking highlights the growth and evolution of Registered Investment Advisors (RIAs) as they face decisions about scaling, consolidation, or preserving their legacy. Many firms weigh whether to sell at peak valuations--often 13-20 times earnings--or transition leadership to protect their ethos. Rising private equity investments have professionalized the industry, enabling scalability and career paths, but also introduced risks like over-leveraging and higher reliance on performance-based earn-outs due to rising interest rates. Firms with strong organic growth, diversified client bases, and robust succession plans attract the highest valuations, while those overly reliant on custodial referrals or concentrated client bases face challenges. The report also underscores the growing demand for comprehensive services like tax planning and estate management, as clients seek multi-family office capabilities. Meanwhile, a talent war intensifies as younger advisors demand ownership opportunities and reject restrictive contracts, prompting successful firms to prioritize equity distribution and collaborative environments. Despite these challenges, the RIA industry remains robust, with firms adapting to changing dynamics and an increasingly competitive landscape.
