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John Carstens

John Carstens

Advisor Assistant

John joined Saadia and Iftikhar Ahmed’s financial advisory practice as an Advisor Assistant in January of 2018. Prior to this role, John supported several other Financial advisors for over a year, with various analytical assignments. Prior to moving to financial services industry, John has worked most of his career in technology sector companies in corporate finance roles. He has a certificate in Personal Financial Planning from University of California, Santa Cruz and an MBA from Cornell University.

 

John helps the team on an ongoing basis with analytics and planning assistance and improving work-flow processes. He brings to the practice his knowledge of the financial planning process, a keen attention to detail, and a knack for optimizing the use of various software tools deployed by the practice.

 

When John isn’t at work, you can usually find him traveling, in the garden or bicycling.

 

John is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. The Assistant is authorized to assist Financial Advisors with approved activities. The Assistant is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of their Financial Advisor, in addition the Assistant is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.

Waddell & Reed is not affiliated with any other entities referenced. 08/18