As seen in
Los Angeles Five Star award winner


Jill H Kasen, Ph.D., CFP®, ChFC®, CLU®, CFS®

Financial Advisor
The Financial Destinations Group
A financial advisory practice of Ameriprise Financial Services, Inc.
3500 West Olive Avenue, Suite 560
Burbank, CA 91505
Office: (818) 752-9977
Cell: (818) 903-3700

Professional Approach

About Jill

Jill has over 32 years of experience in helping clients, from large institutions to individuals, prepare for life's challenges. A former Sociology professor, she has made providing financial advice to academics her priority as she knows the benefits and pitfalls of following an academic career. As her practice expanded, she has incorporated other professionals and executives and has become adept at addressing a broad set of financial questions.

Jill also deeply believes in providing dedicated service and experience for her clients. Her practice focuses on providing financial advice and asset management strategies specific to their unique needs at the level of service they deserve and at the level of involvement they prefer.

Whether you are at a crossroads or on the home stretch, Jill approaches your finances and you holistically. She wants to know and help you — the numbers and the people in your life, the goals and the challenges — so you can be free to live life brilliantly. 

This award was issued on 12/1/20 by Five Star Professional (FSP) for the time period 03/30/2020 through 10/9/2020. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3574 Los Angeles-area wealth managers were considered for the award; 158 (4% of candidates) were named 2021 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2020: 3527, 158, 4%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3528, 154, 4%, 12/1/18, 3/26/18 - 10/16/18; 2018: 2708, 154, 6%, 12/1/17, 3/23/17 - 10/13/17; 2017: 2351, 287, 12%, 11/1/16, 2/25/16 - 10/24/16; 2016: 2374, 298, 13%, 11/1/15, 5/22/15 - 10/16/15; 2015: 3105, 327, 11%, 12/1/14, 5/22/14 - 10/16/14; 2014: 6088, 340, 6%, 12/1/13, 5/22/13 - 10/16/13; 2013: 3488, 372, 11%, 12/1/12, 5/22/12 - 10/16/12; 2012: 1019, 176, 17%, 11/1/11, 5/22/11 - 10/16/11.
Click to access BrokerCheck

Ameriprise can not guarantte future finanacial results.


An Ameriprise Financial franchisee

CA Insurance #0693079

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit