Castle Wealth Management is a Registered Investment Advisory firm founded in 1997. CWM provides customized wealth management and financial planning services to high new worth families, individuals, businesses, trusts, and charitable entities. The firm is overseen by its Managing Member Christina Worley CPA/PFS, CFP?,CFA. Castle provides personalized service, coupled with current and extensive financial knowledge, to address your individual needs and circumstances. Check CWM's Twitter feed at @CastleWM
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Our PM, Nick Darzentas, CFA and I learned skills for listening and connecting to others at FAU last night in a more friendly and genuine way. Cudos to the CFA society for hosting!
Members and guests with CFA Society South Florida had a great time last night at our “Mastering the Art of Networking” event! Insightful and interactive, speaker Carlos Davis (@mrresourcemogul) shared essential tools and strategies for marketing that are sure to stick with everyone who attended! Thanks Carlos!