Al Procaccino
Founder, President & CEO @ Castle Financial
New City, United States
Al Procaccino is a Certified Financial Planner™ and Certified Fund Specialist®. As President & CEO of Castle Financial, he has been active in the financial services industry since 1978, 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 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.
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About Castle Financial
They believe wealth management involves a variety of strategies that are most effective when tailored to a client’s individual needs, goals and aspirations. With this in mind, in addition to their services, they can also refer other professionals — CPAs, Attorneys, Actuaries, Pension Strategists, Risk Transfer Consultants, Family BusinessPsychologists and other advisers — who work closely with clients to build a customized financial plan designed to help them meet their goals in a tax efficient manner.At Castle Financial, they seek first to understand their client’s objectives and then to develop a plan to help them achieve their financial and lifetime goals. They will conduct an in-depth review and analysis of each client’s situation, and then apply the collective knowledge of their financial planning team who can understand the multiple financial issues unique to each client.
Castle Financial Contacts
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Al Procaccino
Founder, President & CEO
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