CFA Society South Florida President Ursula Auger, CFA, CFP® joins Castle Wealth Management as Portfolio Manager

17-year industry veteran will manage investment portfolio and serve on Investment Committee

News provided by

CFA Society South Florida

25 Aug, 2016, 11:22 ET

BOCA RATON, Fla., Aug. 24, 2016 /PRNewswire/ -- Ursula Auger, CFA, CFP® has joined Castle Wealth Management as Portfolio Manager and a member of the Investment Committee. The announcement was made by Christina Worley, CPA/PFS, CFP®, CFA, the Managing Member of the West Palm Beach Registered Investment Advisory firm Castle Wealth Management.

Ursula Auger, CFA, CFP Portfolio Manager Castle Wealth Management
Ursula Auger, CFA, CFP Portfolio Manager Castle Wealth Management

Ursula has an extensive background as a financial analyst and investment advisor having worked for such firms as JP Morgan, Citibank and Wells Fargo specializing in dealing with affluent and ultra-high net worth families. Having received her MBA from the University of Miami in Finance and Marketing, Ursula has obtained the designations of Certified Financial Planner and Chartered Financial Analyst. She is currently the President of CFA Society South Florida and has served on their Board of Directors since 2011. She is appreciated within the industry for her analytical skills and technical expertise, Ursula adds additional strengths to the already highly credentialed professional staff at Castle Wealth Management.

Castle Wealth Management provides customized wealth management and financial planning services to high net worth families, individuals, businesses, trusts, and charitable entities.  The firm was incorporated in 1997 as P.F.S. Advisors, L.C. D/B/A Castle Wealth Management as a successor to Worley & Worley, Inc. founded in 1993 and is overseen by its Founder and Managing Member, Christina Worley CPA/PFS, CFP®, CFA, a graduate of the Wharton School at the University of Pennsylvania.

Castle Wealth Management prides itself in the quality of its customer service and professionalism. One of its strengths has been its ability to attract the best within the financial services industry. The entire team at Castle Wealth Management are extremely pleased with Ursula's decision to join Castle Wealth Management.

For additional information, please call 561-686-9604. Castle Wealth Management is located at 1400 Centrepark Boulevard, Suite 900, West Palm Beach, FL 33401 or visit their website at www.castlewm.com

Press Contact: Kim Jones 561 686-9604 [email protected] 

CONTACT:  
Christina Worley, CPA/PFS, CFP®, CFA
Managing Member
Castle Wealth Management

Photo - http://photos.prnewswire.com/prnh/20160823/400584

SOURCE CFA Society South Florida

Related Links

http://www.castlewm.com

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