Al Procaccino II, Founded Castle Financial in 1992
Certified Financial Fiduciary®, Certified Financial Planner™, Certified Fund Specialist®, former 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® former 5 Star rated Morningstar Institutional Money Manager. As President & CEO of Castle Financial, he has been active in the financial services industry since 1980, helping both individuals and corporations manage their wealth. He 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 Partner of the firm. He was also Vice President and Branch Manager at Dean Witter Reynolds located in 5 World Trade Center, New York City. Mr. Procaccino was a Senior Vice President 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 College for Financial Planning. His ongoing education includes business, financial, tax and estate planning courses at a number of accredited universities and institutions.
On a personal note: Al Procaccino is happily married, has two wonderful daughters and resides in Rumson, NJ. He loves his pets and enjoys music, reading, swimming, biking, cooking, college sports, golf, model railroading, chess and supports many charities while serving on the Board of Room in Our Hearts, a nonprofit organization dedicated to helping families whose homes have been affected by crisis.