A complete list of active advisors currently associated with Castle Financial & Retirement Planning Associates Inc
Warmer can help you find a great advisor at Castle Financial & Retirement Planning Associates Inc or one who fits your needs even better.
The firm serves individuals, retirement plans, 401(k) plans, trusts and corporations and manages roughly $108 million for about 146 clients with a single advisor. It provides financial planning and consulting as well as discretionary and non‑discretionary portfolio management, and works with custodians such as Charles Schwab and Interactive Brokers to implement client accounts. Investment decisions are guided by a conservative tactical asset allocation framework that combines fundamental, technical and cyclical analysis and typically uses mutual funds, ETFs, individual equities, bonds, brokered CDs and, where suitable, interval funds or crypto‑related vehicles. The advisor supplements its process with a wide array of third‑party research sources (for example, Bloomberg, Morningstar, S&P, CoinDesk) and may use AI tools in analyses and monitoring while generally exercising discretionary authority when authorized by the client. Noteworthy distinctions for this firm include that the advisor, in their individual capacity, is a registered representative of a broker‑dealer and a licensed insurance agent and may implement recommendations on a commission basis and receive legacy trail commissions on older variable annuities—conflicts which the firm discloses. The firm also engages paid introducers/promoters and explicitly cites third‑party research and credentials (including a Certified Digital Asset Advisor designation) in its materials, practices that are less common among similarly sized supported firms.
To learn more about the advisors currently working at Castle Financial & Retirement Planning Associates Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fair Haven, NJ
| 45
|
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