CSA Locator - Find A Certified Senior Advisor
CKC

Cyndi Castle

Certified since 2018-12-31
Email: cyndi@whiteoakswealth.com
Phone: 612-455-6912
Location: 5500 Wayzata Blvd, Suite 1035
Minneapolis, Minnesota 55416
CKC
Main Industry:
Financial Services
Specialty:
Financial Services
Description of Services:

As a certified senior advisor, I specialize in helping clients and their families with their financial lives as they age, focusing on how we can work together to build and execute financial plans that support quality of life, peace of mind, and fulfillment of legacy intentions.

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