Posts in Castle Wealth Management

Castle Wealth Management is honored to announce that Christina Worley, CPA/PFS, CFP®, CFA, the firm’s founder and managing member, was elected as the new president of the CFA Society South Florida for 2017-2018. Ms. Worley succeeds Ursula Auger, CFA, CFP®,

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Statistically women make less than their male counterparts; they also live longer and take more time off work for family care issues. What are concrete steps and actionable investment ideas that women can take to help grow and prioritize their

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The Hispanic Chamber of Commerce of Palm Beach County 2nd Annual Esperanza Awards Ursula Auger, CFA, CFP(R), Portfolio Manager at Castle Wealth Management, will share her journey as a child immigrant from Peru in the 1980s to a successful business

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Castle Wealth Management is proud to announce that Portfolio Manager, Ursula Auger, CFA, CFP® has been elected Secretary of the Freddy’s Forum Toastmasters, a West Palm Beach, Fla. chapter of Toastmasters International. Castle Wealth Management is a strong proponent of

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