Castle Wealth Management Employee Directory

Castle Wealth Management corporate office is located in 1400 Centrepark Blvd Ste 900, West Palm Beach, Florida, 33401, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

Key Employees of Castle Wealth Management

BR
Breanna Rivers
Office Manager
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
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Castle Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Castle Wealth Management

Hundreds of professionals searching for Castle Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

MK
Matthew Kaszel
Email Direct
Portfolio Manager
United States , Florida , West Palm Beach

EA
Erik Akerblom
Email Direct
Client Services Administrator
United States , Florida , West Palm Beach

BR
Breanna Rivers
Email Direct
Office Manager
United States , Florida , West Palm Beach

DW
Derek Worley
Email Direct
Financial Research & Planning Associate
United States , Florida , West Palm Beach

PK
Phil Koch
Email Direct
On Medical Leave
United States , Florida , West Palm Beach

JP
Jacqueline Przysinda
Email Direct
Office Administrator
United States , Florida , West Palm Beach

Former Employees at Castle Wealth Management

Explore people who held key positions, contributed to Castle Wealth Management's success, and advanced their careers.

Lori Fernicola

Managing Director, Wea... at Fortis Capital Advisor...

Worked as Financial Planner

at Castle Wealth Management

Direct

Nicholas Darzentas

Partner and Portfolio ... at Fortis Capital Advisor...

Worked as Portfolio Manager

at Castle Wealth Management (2021-2026)

Direct

Stephan Zehner

Partner at Atticus Asset Manageme...

Worked as Financial Planner

at Castle Wealth Management (2016-2021)

Direct

Mask Content

Financial Planner & Ow... at Davis Private Wealth

Worked as Financial Planner & Partner

at Castle Wealth Management (2011-2017)

Direct

Mask Content

Wealth Advisor at Tobias Financial Advis...

Worked as Portfolio Manager

at Castle Wealth Management (2016-2018)

Direct

Mask Content

Financial Advisor at HBKS Wealth Advisors

Worked as Financial Planner

at Castle Wealth Management (2021-2023)

Direct

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Frequently Asked Questions Regarding Castle Wealth Management Employees

How many employees does Castle Wealth Management have?

Castle Wealth Management has 11-50 employees

Who are Castle Wealth Management key employees?

Some of Castle Wealth Management key employees are Breanna Rivers

Where is Castle Wealth Management located?

Castle Wealth Management’s headquarters are located at 1400 Centrepark Blvd Ste 900, West Palm Beach, Florida, 33401, United States

How do I contact Castle Wealth Management?

Castle Wealth Management Contact Info: Phone number: (561) 686-9604 Website: www.castlewm.com

What does Castle Wealth Management do?

Castle Wealth Management is a team of fee-only, fiduciary financial planners and portfolio managers specializing in retirement and wealth management services. They offer a wide range of services including asset protection, personal financial planning, retirement planning, and support for clients facing divorce, special needs, and LGBTQ consideratio... Read More

Is Castle Wealth Management a public company?

Castle Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Castle Wealth Management Employees