Lori Fernicola

Financial Planner at Castle Wealth Management - West Palm Beach, FL, US

Lori Fernicola's Colleagues at Castle Wealth Management
Christina Worley

Managing Member, Firm Founder, CPA/PFS, CFP, CFA

Contact Christina Worley

Melissa Gannon

Manager Financial Planning, CDFA®, CFP®

Contact Melissa Gannon

Michael Allende

Financial Research Assistant

Contact Michael Allende

Melissa M.

Portfolio Manager

Contact Melissa M.

Phil Koch

On Medical leave

Contact Phil Koch

Ariel Moyano

Associate Financial Planner

Contact Ariel Moyano

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Lori Fernicola's Contact Details
Email (Verified)
***@castlewm.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
561-584-5080
Location
West Palm Beach, Florida, United States
Company
Castle Wealth Management
Lori Fernicola's Company Details
Castle Wealth Management logo, Castle Wealth Management contact details

Castle Wealth Management

West Palm Beach, FL, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

Castle Wealth Management is a Registered Investment Advisory firm founded in 1997. CWM provides customized wealth management and financial planning services to high new worth families, individuals, businesses, trusts, and charitable entities. The firm is overseen by its Managing Member Christina Worley CPA/PFS, CFP®,CFA.Castle provides personalized service, coupled with current and extensive financial knowledge, to address your individual needs and circumstances.Check CWM's Twitter feed at @CastleWM

Portfolio Management Retirement & Estate Planning Asset Protection Planning Insurance Reviews Multigenerational Wealth Transfers Retirement & Estate Planning Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Castle Wealth Management
Frequently Asked Questions about Lori Fernicola
Lori Fernicola currently works for Castle Wealth Management.
Lori Fernicola's role at Castle Wealth Management is Financial Planner.
Lori Fernicola's email address is ***@castlewm.com. To view Lori Fernicola's full email address, please signup to ConnectPlex.
Lori Fernicola works in the Investment Bank/Securities Brokerage industry.
Lori Fernicola's colleagues at Castle Wealth Management are Christina Worley, Melissa Gannon, Michael Allende, Melissa M., Phil Koch, Ariel Moyano and others.
Lori Fernicola's phone number is 561-584-5080
See more information about Lori Fernicola