About My Practice
Castle Wealth Management offers wealth management services to individuals, trusts, pensions, not-for-profit entities and business owners. We were established in 1997 (as P.F.S. Advisors LC) . We currently manage over $142,000,000 in assets. We are registered with the SEC and our form ADV part 1 is available for review at www.adviserinfo.sec.gov. Our fast growth can be attributed in part to our relationship with one of Florida’s oldest CPA Firms, Divine lalock,Martin and Sellari, P.A.
Working with the tax professionals, lawyers and insurance professionals our clients prefer, we provide the investment expertise and personalized portfolio design our clients need as part of their financial tea
Christina Worley, CPA/PFS, CFP is the managing member of the firm. She received a B.S. from the Wharton School of the University of Pennsylvania in 1982. She is licensed as a CPA in New York and Florida. She is a member of many business organizations including the Financial Planning Association; the Florida Institute of CPA's the South Florida CFA Institute and the Wharton Club of South Florida. Mrs. Worley has passed the CFA Level 2 exam and is currently a Level 3 candidate.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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