Christina Worley has been a President of the Board at Cfa Society of South Florida since 2016. Moreover, Christina has on-the-job experience at more than four companies in the relevant field. Christina has a total work experience of 28+ years. Christina Worley studied at the Wharton School from 1979 to 1982. This professional has the following certificates: Certified Public Accountant and Chartered Financial Analyst. Currently the person lives in West Palm Beach, Florida region. You can find Christina Worley's actual email address and number with our search.
Name variants:
Christine Worley
Last updated Jul 07, 2024
Contact Information
Last Update
Jul 6, 2022
Email
cw**@castlewm.com
Location
West Palm Beach, FL
Company
Workplace
Colleagues
Work History
President
We seek to primarily support causes our Founder, Ms. Elise Besthoff supported. We have given support to the Reece School in NYC, the New Orleans Museum of Art, as well as the Touro Infirmary...
from 2006
Managing Member, Wealth Management,Certified Financial Planner, Certified Public Accountant
1400 Centrepark Blvd SUITE 900, West Palm Beach, FL 33401
Founder of Firm which now has $175 million in regulatory AUM. Our main target client groups include: Women, Small Business Owners (including many Health Care Professionals), High Net Worth ...
from Oct 1997
Director
1400 Centrepark Blvd, West Palm Beach, FL 33401
Education
1979 — 1982
Occupations
Executive
Managing Member
Chairperson
Accountant
Finance and Accounting Specialist
Founder
Master of Science
Manager
Operations Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Founding Member
Skills
Wealth Management
Tax Planning
Small Business
Certified Public Accountant
Widower
Widows
Cfp
Pfs
Cpa
Women Owned Business
Legacy Planning
Lgbt Financial Planning
Elder Care Planning
Healthcare Professional Financial Services
Certified Financial Planner
Investments
Financial Planning
Strategic Planning
Management
Portfolio Management
Finance
529 Plans
Public Speaking
Alternative Investments
Mutual Funds
Leadership
Asset Allocation
Securities
Cgma
Women's Issues
Personal Financial Specialist
Cfa Society
Cfa Candidate
Asset Protection Planning
Elder Care
High Net Worth Individuals
Retirement Planning
401K Rollovers
401K
Defined Benefit Plans
Cash Balance Plans
Defined Contribution Plans
Special Needs Trusts
Alzheimers Planning
Member of Toastmasters
Asset Management
Long Term Care
Roth Ira
Iras
Equities
FAQs about Christina Worley
What is the main profession of Christina Worley?
The expert is a President of the Board.
What jobs is Christina proficient at at?
The expert is proficient at such jobs as Executive and Managing Member.
Where is Christina Worley currently located?
The professional is currently located in West Palm Beach, Florida.
What is the professional's email?
The professional's email is cw**@castlewm.com.
Where did Christina Worley work?
Christina Worley worked at Cfa Society of South Florida, Elise M Besthoff Charitable Foundation.
What education does Christina Worley have?
Christina studied at the Wharton School from 1979 to 1982.
What are the certifications of Christina Worley?
Christina received the following certifications: Certified Public Accountant and Chartered Financial Analyst.
Are there any special industries, that Christina Worley is connected to?
This professional works in Financial Services industry.