Chad Castle
I help investors connect with their money by creating simple, efficient, and transparent financial plans and investment portfolios. WinnowWealth.com
- Role
- President Owner at Winnacle Wealth
- Location
- Waco, US
- LinkedIn followers
- 500 followers
About Chad Castle
A traditional approach to retirement planning often creates the least amount of spendable…
Experience
President Owner
Jan 2022 — Present · Waco, TX, US
At Winnow Wealth, our mission is to remove all financial impurities, leaving only time-tested principles and strategies. With our knowledge and expertise in the field, we create a tailored plan for your needs. We work with you to understand your goals and values so that we can provide you with objective advice that is focused on your best interests.
Education
Baylor University - Hankamer School of Business
Bachelor of Business Administration - BBA, Double Major: Financial Services & Planning / Insurance Studies
1990 — 1995
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