We are confident that with our understanding of personal finance and experience, coupled with our training as financial professionals, we can advise our valued clients on how to better prepare for their futures. After many decades, and a wealth of experience, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives, goals and dreams. We feel a deep commitment to our valued clients and community.
Certified Financial Fiduciary®, Certified Financial Planner™, Certified Fund Specialist®, Certified Digital Asset Advisor™, former awarded 5 Star rated Morningstar Institutional Money Manager and President, Chief Compliance Officer of Castle Financial, a Registered Investment Advisor with the SEC.
Al Procaccino is a Certified Financial Fiduciary®, Certified Financial Planner™, Certified Fund Specialist® and Certified Digital Asset Advisor™. As President & CEO of Castle Financial, he has been active in the...