Posts tagged CFA Society South Florida

Castle Wealth Management recommends this event to all clients. If you are a senior or the child of a senior, learning about fraud prevention is very important. The CFA Society South Florida presents “Money Smart Week – Investor Education and

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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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