Castle Wealth Management Logo

Castle Wealth Management

Locations: 201 Arkona Ct West Palm Beach, Florida 33401, US + (+1 more)

Company Size: 1 - 100

Industry: Investment Management

Company Website

AI Description

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  • Melissa Gannon, CFP®, CDFA®, MBA profile image
    Melissa Gannon, CFP®, CDFA®, MBA img

    Fee-Only Financial Planner, CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst®

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  • Michael Allende profile image
    Michael Allende img

    Financial Research Assistant at Castle Wealth Management

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  • Christina Worley CFA, CFP, CPA/PFS profile image
    Christina Worley CFA, CFP, CPA/PFS img

    Managing Member, Castle Wealth Management CPA/PFS,CFP, CFA

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  • Cindy Pollack profile image
    Cindy Pollack img

    Financial Planner, I help people reach their financial dreams so they can sleep at night. I seek to empower people to feel safe and secure with their finances to live their life with freedom.

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