Heather Castle

Heather Castle, CFP®, ChFC®, AIF®, is a Financial Planner and Wealth Manager.

She feels it is important for her individuals and business owners to understand their unique financial objectives and strategy to address their needs and long-term financial goals.

Heather is originally from Virginia and completed her bachelor's degree in Finance and Masters in Business Administration (MBA) from the University of Alabama.

She has more than eleven years of financial services industry experience working with high net worth private clients, business owners and is familar with their unique financial needs. Additionally, she has experience working with Corporate Executives, as well as non-profit's foundations/endowments, 401(k), 403(b), and 457(b) plans.

Additionally, Heather has earned the CERTIFIED FINANCIAL PLANNER TM (CFP®) professional certification, the Chartered Financial Consultant TM (ChFC®), and the Accredited Investment Fiduciary TM (AIF®) designations.  Which makes her an expert in her indusrty and ensues she adhers to a high level of ehthical behavior.

Specialties include:

• Women and Investing
• Pre-Marriage Planning and Marriage Disolution Planning
• Small Business Owners
• Complex/ Comprehensive Investment Planning
• Corporate Executive Services
• Strategic Investment Management
• Retirement and Income Planning
• Estate Planning Strategies

Heather is aviable to speak with your group or organization to educated attendees on a variety of financial topics.  She is excite to work with you and together, you can identify an appropriate presentation tailored to your group's needs.  

Topics:

• personal finance
• business/entrepreneurship
• Women and Investing
• Changes in Social Security

She is available to speak at your event or host your event, do radio or television interviews and make other media appearances.

When not working, Heather is very involved in the community. She is committed to growing inclusive environments of diverse individuals, organizations and communities through her work with Junior League of Los Angeles. Inspired by a lifelong commitment to building better communities through a unique combination of training, community leadership development, direct service, and public policy advocacy.

Heather is also a member of Young Professionals of Century City, who believe its members' professional growth and development can play a critical role in the success of their peers and the surrounding community.

She is also an avid traveler and SCUBA diver.

Disclosure Information:

Advisory products and services offered through Castle Wealth Advisors, LLC, a Registered Investment Advisor. NMS Capital Advisors, LLC and Castle Wealth Advisors, LLC are unaffiliated entities.