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About Us
Castle Financial is a full service financial advisory and investment management company with offices in Hazlet, New Jersey and Bonita Springs, Florida.  Al Procaccino (third from left) with Cadaret Grant’s Top 10 Investment Advisors in America. The honor is awarded to those investment advisors that Cadaret Grant feels have distinguished themselves in the field of investment advisory services. Al Procaccino is a Certified Financial Planner™, Certified Fund Specialist and Registered Investment Advisor. As President & CEO of Castle Financial, he has been active in the financial services industry since 1978, helping both individuals and corporations manage their wealth. Mr. Procaccino holds Licenses Series 7, 63, 65 and 24 (Principal) licenses and is registered in 12 states. Mr. Procaccino has conducted financial, retirement and estate planning seminars for Procter and Gamble, IBM, TRW, IFF, General Dynamics, Siemens Private Communications and the New Jersey State Chamber of Commerce. His work for the NJ State Chamber earned him an honorable mention in Who's Who. He’s also served as a consultant on a Merv Griffin television production documenting the stock brokerage process. Prior to Castle Financial, Mr. Procaccino directed the Retirement Group at Cowen and Company as a Special Limited Partner of the firm. He was also Vice President and Branch Manager at Dean Witter and the Retirement Group Strategist at Oppenheimer & Company. Mr. Procaccino holds a Bachelor of Science degree in Business Administration with a concentration in Finance, an MBA degree in Finance, and is a graduate of the National Endowment for Financial Education. His ongoing education includes business, financial, tax and estate planning courses at a number of accredited universities and institutions. |
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