Castle Wealth Planning
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
1105 Chapala St Ste 3, Santa Barbara, Ca...Phone Number
(805) 962-5630Website
www.castlewp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Castle Wealth Planning
Castle Wealth Planning is a fee-only financial planning and asset management firm that offers services to individuals, families, and small businesses. Founded by Nate Cultice, the firm emphasizes a fiduciary duty to clients, providing unbiased advice without selling commission-based products. With over 25 years of experience in the financial industry, Castle Wealth Planning focuses on retirement planning, investment management, and individual stock selection. The firm is dedicated to helping clients plan for their financial future with a team-oriented approach.Explore more
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Castle Wealth Planning is a fee-only financial planning and asset management firm that offers services to individuals, families, and small businesses. Founded by Nate Cultice, the firm emphasizes a fiduciary duty to clients, providing unbiased advice without selling commission-based products. With over 25 years of experience in the financial indust... Read More
