JEFFREY C. ROBERTO, CFP®

Financial Planner

About Jeff

Jeff joined the Castle Wealth Management team in January of 2022 as a Financial Planner.

Jeff has more than 27 years of financial experience in providing personal financial planning; cash-flow planning; and investment management advice to affluent individuals and families, senior executives, medical professionals, and business owners. He specializes in strategic financial plans that guide clients through life transitions such as the loss of a spouse, divorce, retirement, job changes, a growing family, and more.

Jeff earned a Bachelor of Arts in Economics from SUNY Cortland in 1988 and a Master in Business Administration from Dowling College in 1996. He currently holds his CFP® and CMFC® designations along with his Life & Health Insurance licenses.

Jeff is a New York native who relocated to South Florida in 2022. He has been married for 30 years and has three children. He enjoys going to the beach, exercising, and spending quality time with family.

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