by Castlepoint Wealth Advisors | Mar 15, 2024 | Financial Planning Basics, Risk Management & Insurance Planning, The Castlepoint Team, The Point
Google processes 5.9 million searches every minute and 8.5 billion searches every day. If you’re one of the billions of people who use search engines, your investment accounts could be the target of online scams. In this article, learn what to look for when you search online so you can stay one step ahead of sneaky scammers.
by Castlepoint Wealth Advisors | Mar 15, 2024 | The Castlepoint Team, The Point
Castlepoint is honored to serve as one of the Oklahoma City Community’s philanthropic experts and professional advisors from across the state. Find out how OCCF’s advisory team can help you create philanthropic impact for generations.
by Castlepoint Wealth Advisors | Jan 9, 2024 | The Castlepoint Team, The Point
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.
by Castlepoint Wealth Advisors | Dec 13, 2023 | Cybersecurity, Online Safety, The Castlepoint Team, The Point
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.
by Castlepoint Wealth Advisors | Nov 10, 2023 | The Castlepoint Team, The Point
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.
by Castlepoint Wealth Advisors | Oct 12, 2023 | The Castlepoint Team, The Point
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.
by Castlepoint Wealth Advisors | Sep 12, 2023 | Investment Planning, Quarterly Market Review, The Castlepoint Team, The Point, Uncategorized
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!
by Castlepoint Wealth Advisors | Aug 10, 2023 | The Castlepoint Team, The Point
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.
by Castlepoint Wealth Advisors | Jul 12, 2023 | The Castlepoint Team, The Point
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!
by Castlepoint Wealth Advisors | Jun 2, 2023 | The Castlepoint Team, The Point
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.
