White Oaks Wealth Advisors Announces Cyndi Castle has Earned her Certified Senior Advisor® Credentials

Share Article

White Oaks Wealth Advisors is pleased to announce that Cyndi Castle has earned her designation as a Certified Senior Advisor (R). This will allow her to continue serving our senior clients with new perspective and insight.

We need to recognize and understand older adults' needs and issues.

White Oaks Wealth Advisors is pleased to announce that Cyndi Castle has completed the rigorous educational requirements necessary to earn her Certified Senior Advisor® designation. Cyndi works with many of our senior and family office clients. Certified Senior Advisors® are professionals who specialize in applying multifaceted knowledge to concerns and issues specific to seniors and aging adults. The Certified Senior Advisor® designation is granted to applicants who completed the required courses of study, approximately 60 hours' worth, and sit for a closed book, 150 question exam. The applicants must also complete an exam focused around Ethics and Professional Responsibility as laid out by the Certified Senior Advisor® board.

Cyndi chose to become a CSA® due to the large number of baby boomers turning 65. She states, "this creates an unprecedented number of older adults in our country with a diversity of needs. I feel as a professional we need to recognize and understand older adults' needs and issues."

Castle intends on integrating the knowledge she has gained throughout the work she does on a day to day basis. She states, "I am confident the knowledge I have gained will provide our clients and families with clear, solid guidance when dealing with aging and the tough decisions they may be facing." Please join us as we congratulate Cyndi on this accomplishment.

White Oaks Wealth Advisors, Inc. and White Oaks Investment Management, Inc. are private, fee-only Wealth Management and Family Office firms within Minneapolis, MN and Longboat Key, FL that specialize in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, family office services, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Gulf Coast 500" by Business Observer, "Top 250 Financial Advisors" by Worth Magazine, "Top Dog's" by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical Economics, "100 Top Advisors" by Mutual Funds Magazine and CNBC's Top Fee Only Wealth Management List.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Kristin Baker
White Oaks Wealth Advisors
6122335756
Email >
Visit website