With 11 years of experience working with clients, our team delivers exceptional service beyond expectations.

Heather Castle, CFP®, ChFC®
Founder & CEO
heather@castlewealthadvisors.net

Heather was in the financial services industry for nine years prior to starting Castle Wealth Advisors. She started Castle Wealth Advisors because she wanted to provide ethical and approachable financial planning and investment management to individuals and business owners, concerned with their financial futures, regardless of age, sex, or net worth. She is a graduate of the University of Alabama with a B.S. in Finance and Manderson School of Business, MBA and has passed the following exams:

Series 7, General Securities Representative
Series 9 & 10, General Securities Sales Supervisor
Series 66, Investment Advisor Representative
California Life Insurance (License #0K01554)