In this Q3 2023 webinar, Castlepoint Partners Jake Weatherford, CFP®, and Adam Lee, CFA®, discuss how much money is needed for retirement and provide two fictional scenarios to help illustrate their thoughts on goal-setting, allocation, investment amounts, and much more!
Castlepoint Wealth Advisors
Say hello to Jake Weatherford, one of the founders of Castlepoint Wealth Advisors. In addition to helping Castlepoint clients live abundantly through disciplined financial planning and wealth management, Jake spearheads many of Castlepoint’s marketing and client appreciation initiatives.
Meet Kian Rahmanzadeh! From a soccer athlete at Oklahoma City University to a vital contributor to Castlepoint’s operations, Kian is a valued cornerstone of our firm. We are excited for you to learn more about him and his role on our advisory team!
Kristina Buchman, CFP®, is an essential part of the Castlepoint advisory team. Check out this employee spotlight video to learn more about this K-State Wildcat and her role at Castlepoint Wealth Advisors.
In this Q1 2023 market review webinar, Castlepoint Partner & Advisor Jake Weatherford, CFP®, and Partner & CIO Adam Lee, CFA®, provide a comprehensive analysis of the first quarter marketplace and current economic climate. The pair focuses on US stocks and bonds, international stocks, and different markets, offering valuable insights and perspectives on the financial industry. They also cover current events impacting the market and discuss why they plan to cover them.
From giving expert financial planning advice to being a human dictionary, Ted Creegan, CFP®, brings an immense amount of value to the Castlepoint advisory team and our clients. Check out this employee spotlight video to learn more about Ted and his role at Castlepoint Wealth Advisors.
Reagan Ellis is a key player at Castlepoint Wealth Advisors. Check out this employee spotlight video to learn more about Reagan and her responsibilities as Client Services Administrator.
Castlepoint Advisor Kristen Buchman, CFP®, and her husband, Cale, welcomed Hayden Dean Buchman on January 31, 2023. Hayden weighed 6 pounds, 7 ounces and measured 19 inches. Kristen, Cale, big sister Hensley, and baby Hayden are all doing well.
From compliance to client services, Melissa Ray plays a vital role in Castlepoint’s day-to-day operations. Check out this employee spotlight video to learn more about Melissa and her responsibilities as Castlepoint partner, CCO, and Director of Client Services.
With online shopping for the holidays in full swing, cybercriminals and scammers are on the prowl. In this blog post, the Castlepoint team unwraps some online safety tips to make sure you practice good cyber hygiene this holiday season.