Phil J. Kastenholz CPA, CFA, CFP®
Director in Investment Advisory, Principal

Milwaukee | Director - Investment Advisory | Phil J. Kastenholz

What do you enjoy most about wealth management?

The combination of helping individuals and working with the financial markets gives me energy and excitement every day.

What’s the biggest challenge?

CNBC. Okay, maybe not, but there’s a lot of noise in the markets that affect the everyday investor’s attitude.

What professional accomplishments are you most proud of?

My strong education and technical ability in this business. Passing the CPA, CFP® and CFA exams all on the first try.

What qualities of yours make you best suited to what you do?

Passion and empathy. My passion helps me continue to build my technical ability through lifelong learning. My empathy helps me deal with the emotions wealth evokes in clients.

How should people think about their wealth?

As a means to do good in their life, the life of their family, and the lives of others. This is easier said than done.

What do you love to do outside of work?

Be with my wife and three kids. Watching my kids grow and learn has been the most rewarding part of my life. We go on bike rides, play sports, read and play board games.

What would you be doing if you weren’t working at Aspiriant?

I’d be a math teacher. My dream job would be CFO of the Green Bay Packers.

Education and accreditations

  • B.S. in Accounting, Marquette University
  • CPA
  • CFP®
  • CFA

Phil joined Aspiriant as a Principal in 2010 as a result of the acquisition of Deloitte Investment Advisors. Phil has served as a member of the Investment Committee for Deloitte and Aspiriant. He has been providing high net worth individuals and families’ investment and wealth advisory services since 1999. Phil brings broad experience to client relationships including investment portfolio design, income tax consulting, and charitable and family wealth transfer planning.

Prior to joining Aspiriant, Phil worked at Deloitte Investment Advisors as a Senior Manager for the Milwaukee office since 2002. His career began in 1999 at the accounting firm Arthur Andersen LLP.

Phil received a Bachelor’s degree in accounting from Marquette University in 1999. He is a Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) charterholder, and a CERTIFIED FINANCIAL PLANNERTM professional (CFP®). He is a member of the AICPA and CFA Institute.

Phil and his wife, Bree, live in Franklin, WI with their three children. In his free time, he enjoys reading, coaching soccer, and spending time with his family. Phil and his family are members of St. Alphonsus Parish in Greendale. Phil serves on the Board of Directors and finance committee of the Milwaukee Kickers Soccer Club.

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