Heather Castle CFP®, ChFC®
3 SlideShares
Personal Information
Organização/Local de trabalho
Greater Los Angeles Area United States
Cargo
Collaborative Financial Planning and Wealth Management for individuals & business owners in California and Alabama.
Setor
Finance / Banking / Insurance
Site
http://www.castlewealthadvisors.net
Sobre
I have 10 years of experience working with high net worth and private clients. I specialize in working with small business owners and women in transition, and developing estate planning strategies. Additionally, I have experience with foundations/endowments, 401(k), 403(b), and 457(b) plans. Specialties: Wealth Management, Strategic Investment Planning, Investments, Retirement Planning, Estate Planning Strategies, Investment Advice, Asset Management, Alternative Investments, Investment Management
Detalhes do contato
Marcadores
financial planning financial services investing finance financial advisor retirement planning saving money certified financial planner portfolio investment personal finance saving for college education college
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Documentos

(2)

More Than Tuition

Há 7 anos • 29 Visualizações

5 point portfolio checkup

Há 7 anos • 59 Visualizações

Infográficos

(1)

Retirement Planning

Há 7 anos • 58 Visualizações
Personal Information
Organização/Local de trabalho
Greater Los Angeles Area United States
Cargo
Collaborative Financial Planning and Wealth Management for individuals & business owners in California and Alabama.
Setor
Finance / Banking / Insurance
Site
http://www.castlewealthadvisors.net
Sobre
I have 10 years of experience working with high net worth and private clients. I specialize in working with small business owners and women in transition, and developing estate planning strategies. Additionally, I have experience with foundations/endowments, 401(k), 403(b), and 457(b) plans. Specialties: Wealth Management, Strategic Investment Planning, Investments, Retirement Planning, Estate Planning Strategies, Investment Advice, Asset Management, Alternative Investments, Investment Management
Marcadores
financial planning financial services investing finance financial advisor retirement planning saving money certified financial planner portfolio investment personal finance saving for college education college
Ver mais