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Alphonse P
CFP®, Series 63, Series 65
Fair Haven, NJ
Castle Financial & Retirement Planning Associates Inc
Alphonse Procaccino is a CFP® with 45 years of industry experience and is the principal of Castle Financial & Retirement Planning Associates Inc. He has worked at the firm since 1992 and held prior roles at IMST Distributors, LLC, Modern Capital Securities, and The Leaders Group Inc. Castle Financial & Retirement Planning Associates provides financial planning and consulting, as well as discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and corporations. The firm employs a conservative tactical asset-allocation approach incorporating fundamental, technical, and cyclical analysis, and manages approximately $105 million in discretionary assets for about 154 clients.
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