Jonathan Castle, CFP®,ChFC® earns spot in “Guide to America’s Top Financial Planners”
April 13th, 2009JACKSONVILLE, FL—For the 2nd straight year, Jon Castle, CFP®, ChFC®, has been included in the 2009 edition of Consumers’ Research Council of America’s “Guide to America’s Top Financial Planners.” This publication is presented annually by Washington, DC based Consumers’ Research Council of America, an independent research company that evaluates professional services throughout America.
The selection process is based on a point value system. Points are awarded for education, years in practice and affiliations with professional associations and organizations. To ensure unbiased selections, the Consumer’s Research Council does not accept fees, sponsorships, donations or advertising from financial planners, CPA’s or any financial institutions.
Jon graduated from the United States Military Academy at West Point and served as an officer in the U.S. Army until he entered the financial services industry in 1995. Mr. Castle is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Consultant Designation. His firm specializes in retirement planning, estate planning, and multigenerational wealth transfer techniques for high net worth clients and retiring business owners.
The “Guide to America’s Top Financial Planners” will be available to consumers via a new downloadable format at www.consumersresearchcncl.org
