Heather  Castle

Heather Castle

AIF®, CFP®, ChFC, MBA

Heather is a Financial Advisor who helps clients build, manage, and preserve wealth.

  • About Heather
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Advisor Details

Contact Advisor
Company
Founder/ CEO/ CCO at Castle Wealth Advisors LLC
Address
1168 S. Barrington Ave #502
Los Angeles CA, 90049
Phone
(424) 209-2257
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About Heather

I started Castle Wealth Advisors, LLC because I wanted to provide ethical and approachable financial planning and investment management to individuals and business owners, concerned with their financial futures, regardless of age or net worth.

I've always believed clients should work with reputable, qualified, and experienced advisors. So it was important to me to gain industry experience as well as pursuing additional industry specific designations.

Some of my specialties include Corporate Executive Services,...

Education

  • BS, Finance and Financial Management Services , University of Alabama
  • MBA, Finance , University of Alabama, Manderson Graduate School of Business

Certifications

Registrations
Designations
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Insurance License
  • CA: #0k01554
  • AL: #0270597

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Disclaimer

Securities offered through Private Client Services, Member FINRA/SIPC. Advisory products and services offered through Castle Wealth Advisors, LLC, a Registered Investment Advisor. Private Client Services and Castle Wealth Advisors, LLC are unaffiliated entities.