Kendall King is a devoted family man and leader at Castlepoint Wealth Advisors. Watch this Castlepoint Employee Spotlight video to learn more about Kendall and why he created Castlepoint to provide more opportunities for young financial planners.
The Castlepoint Team
The holidays are upon us, which means cyber Grinches are lurking in the shadows, trying to ruin Christmas. But never fear; the Castlepoint team is here serving up timely advice to help you sleigh (pun intended) cyber threats and enjoy a secure holiday season.
If you think Castlepoint Partner, COO & Advisor Drew Garner, CFP®, gets tired wearing so many hats, you would be wrong. He owes his industrious spirit to his father’s advice – “Don’t stop when you’re tired. Stop when the job is done.” Learn more about Drew and what drives him in this Castlepoint Wealth Advisors employee spotlight video.
You love his humor and unique insights on the Castlepoint blog, like the time he compared holding individual stocks to wrestling a bobcat. Now it’s time to get to know Castlepoint Partner, Portfolio Manager & CIO Adam Lee, CFA®, in this Castlepoint employee spotlight video.
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!
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.