Christina Worley Email & Phone Number
Managing Member, Firm Founder, CPA and PFS, CFP, CFA @ Castle Wealth Management
Christina Worley's Location
West Palm Beach, FL, US
Christina Worley's Work
- Managing Member, Firm Founder, CPA and PFS, CFP, CFA @ Castle Wealth Management
- President @ Elise M Besthoff Charitable Foundation
- Past President and Past Board Member @ CFA Society of South Florida
Christina Worley's Education
- University of Pennsylvania - The Wharton School
Bachelor's of Science in Economics (Accounting and Decision Sciences)
1979 - 1982 - Pace University-New York
(Additional Accounting Courses)
Christina Worley's Skills
- Alternative Investments
- Leadership
- Personal Financial Specialist
- Cfa Candidate
- Healthcare Professional Financial Services
- CPA
- Women Owned Business
- Public Speaking
- Elder Care Planning
- Asset Protection Planning
Christina Worley's Summary
Christina Worley, based in West Palm Beach, FL, US, is currently a Managing Member, Firm Founder, CPA and PFS, CFP, CFA at Castle Wealth Management, bringing experience from previous roles at Elise M Besthoff Charitable Foundation and CFA Society of South Florida. Christina Worley holds a 1979 - 1982 Bachelor's of Science in Economics in Accounting and Decision Sciences @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Alternative Investments, Leadership, Personal Financial Specialist, Cfa Candidate, Healthcare Professional Financial Services and more, Christina Worley contributes valuable insights to the industry. Christina Worley has 3 emails on RocketReach.
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Christina Worley
Managing Member, Firm Founder, CPA and PFS, CFP, CFA at Castle Wealth Management
West Palm Beach, FL, US31 -
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Melissa Gannon
Principal and Manager Financial Planning, CDFA®, CFP® at Castle Wealth Management
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West Palm Beach, Florida, United States23
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