Bob Castle

Financial planning can be overwhelming – I can help. 

I can review your financial picture, your goals and weigh your options.  In addition, I can address other short-term and long-term goals that you have.

 

I am native of Iowa City, IA.   I am currently residing in Iowa City with my wife, Abby and son Max.

EXPERIENCE:

• Principal Securities Inc.; Registered Rep – 09/2015 – Present

• Principal Life Insurance Company; Agent – 09/2015 – Present

• Castle Financial Services Inc.; Financial Representative - 04/2016 – Present

EDUCATION AND CREDENTIALS:

• Graduate of Kirkwood Community College, Cedar Rapids, IA

INTERESTS:

• Avid supporter of the St. Louis Cardinals and the Iowa Hawkeyes

• Attending and participating in my son's activities