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 education and employee development. “While ongoing financial education is essential in providing our clients state-of-the-art investment management, we also value instruction in public speaking and leadership development,” commented Christina Worley, Founder and Managing Member. “Toastmasters provides an excellent, supportive learning environment.”
Toastmasters International is a world leader in communication and leadership development. Our organization has more than 345,000 memberships. Members improve their speaking and leadership skills by attending one of the 15,900 clubs in 142 countries that make up our global network of meeting locations.
Castle Wealth Management is a total solution boutique wealth management firm that offers trust. We are fiduciaries that offer tax-efficient financial planning services, combined with evidence-based portfolio management implementation services.