Christina Worley, CPA/PFS, CFP®, CFA

Managing Member and Founder

About Christina

Christina Worley is the Founder and Managing Member of Castle Wealth Management. Under Mrs. Worley’s guidance since 1997, Castle Wealth Management has grown to become an established, fee-only fiduciary provider of wealth management services with more than $400 million of assets under management.

Christina graduated from the Wharton School of the University of Pennsylvania at age 19 with a Bachelor of Science in Economics. She completed both high school and college in three years each. She worked in New York City for seven years, where she first earned her Certified Public Account (CPA) working for Arthur Young. She then worked as an analyst for Merrill Lynch International Bank and as a Territorial Controller of Real Estate Investments at Metropolitan Life Insurance Company. In the late 80’s she moved to New Hampshire with her family for four years working in a family-owned real estate development company before settling in Palm Beach County in 1993.

She has always given back to her community via volunteering, currently as a long-serving board member of the Palm Beach County Early Learning Coalition—a Gubernatorially Appointed Board Member under three governors-where she also serves as Audit Committee Chair. Christina is immediate past president and current board member of the CFA Society South Florida where she served two terms as president of the board. She has taught financial literacy to women and teens, taught Junior Achievement to students in NYC and Florida. She has served on the FICPA Investment Policy Statement Committee, and now serves on the board of the West Palm Beach Center for Arts and Technology. She is currently a member of 100 Women in Finance new South Florida Chapter. Christina also serves as President for a former client’s charitable foundation, the Elise Besthoff Charitable Foundation, Inc.

Christina has been married 35 years, to Scott, and they have three sons. After giving up horseback riding which she enjoyed since she was a child, she is now studying genealogy and recently joined the Daughters of the American Revolution (DAR) after researching her family’s history. She is an avid reader and loves to learn.