Castle Financial Services Inc.
Kevin Castle, CLU®, ChFC®
Financial Advisor
Seeking ways to help achieve financial success? I can assist with personal and business strategies targeted to help achieve your goals.
EXPERIENCE:
40+ years financial services veteran
Specializing in retirement planning – I am passionate about helping people and businesses meet their investment and retirement goals
Member of the Principal advisor Hall of Fame
Lifetime member of the Million Dollar Round Table (MDRT)
EDUCATION AND CREDENTIALS:
Bachelor of Arts in Economics, 1980 – University of Iowa
FINRA Series 7 and FINRA Series 66 Licenses
Iowa Life and Health License
INTERESTS:
Actively engaged with the Iowa City Chamber of Commerce
Avid support of University of Iowa athletics
Member of the American Quarter Horse Association (AQHA)
In my free time, nothing gives me more joy than spending time with my children and grandchildren
Proud resident of Solon, IA