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Eric Kaestner, Clu, Lutcf, Fss profile image

Eric Kaestner, Clu, Lutcf, Fss

Intro Book
Eric Kaestner, a seasoned financial professional based in Cedar Rapids, Iowa, brings extensive expertise in advisory services, investment management, and retirement planning.
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Location
Cedar Rapids, Iowa, United States, US
Skills
  • Financial Advisory
  • Securities
  • Retirement Planning
  • Investments
  • Retirement
  • Show all
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Bio

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Eric Kaestner, CLU, LUTCF, FSS A seasoned financial expert with a proven track record, Eric Kaestner brings extensive experience in the financial services industry. Holding prestigious designations from The American College, including the Chartered Life Underwriter (CLU), Life Underwriter Training Council Fellow (LUTCF), and Fellow of the Society of Financial Service Professionals (FSS), Eric has established himself as a trusted authority in retirement planning, investments, and estate planning. With a strong foundation in securities, investments, and retirement planning, Eric provides tailored guidance to individuals and families. His expertise encompasses a wide range of products, including fixed annuities, mutual funds, and investment advisory services. Certified to conduct securities transactions through Series 63, Eric's expertise is backed by his commitment to ongoing education and professional development. Based in Cedar Rapids, Iowa, Eric serves clients throughout the region, offering personalized advice and guidance to help achieve their financial goals. With a deep understanding of the complexities of retirement planning and estate planning, Eric is dedicated to helping his clients navigate the ever-changing financial landscape.

Credentials

  • CLU
    The American College
    May, 2013
    - May, 2026
  • FSS
    The American College
    May, 2008
    - May, 2026
  • LUTCF
    The American College
    May, 2008
    - May, 2026
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Industry Focus. “Financial Services”

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