Foster Klima & Company
Jacob Cassada has extensive experience in case management and client services across multiple financial organizations. Currently serving as a Risk Product Case Manager at Foster Klima & Company since October 2019, Jacob previously worked as a Case Manager at Covr Financial Technologies and held roles in Allianz Life, where responsibilities included reviewing applications and ensuring compliance for Fixed Indexed Annuities. Earlier experience includes managing new life insurance applications at ING and handling customer requests as a Client Account Manager at Shred-it. Jacob began a career in customer service as a Service Advisor at Suburban Chevrolet. Educational background includes completion of studies at Wayzata High School.
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Foster Klima & Company
Our vision is to Inspire and Empower Caring, Responsible Individuals to take control of their Financial Future and build more Spendable Wealth. Listening to you, Understanding your unique financial situation and providing Advice. The Living Confidently Mission To empower you to learn more about financial concepts, take ownership of your decision making, and prepare for your future. We seek to be your go-to educational resource for the tools you need to achieve a state of financial and emotional well-being. Creating Financial Confidence We start with what’s most important to YOU. From there, with your input, we individually tailor every plan to align with your vision, no matter how simple or complex. We commit to ongoing reviews in order to stay current with your needs. How do you benefit? Whether planning personally or for small businesses, our firm has experience in many areas; from basic individual planning up to complex Business Transition strategies. When you engage with a financial professional at Foster Klima, they can tap into the necessary expertise to best serve your needs. Meanwhile, you can continue to grow your business or create more quality time with your family. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult with your tax, legal, or accounting professional regarding your individual situation. Foster Klima & Company, Inc. is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 920 Second Avenue South, Suite 1100, Minneapolis, MN 55402; 612-746-2200. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. 2020-109722, Exp 10/22 © 2020 Foster Klima & Company