Finance, Financial Planning, and Insurance

  • finance

Heather Castle

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Office location:
BB 4122


Heather Castle CFP®, ChFC®, AIF®, joined CSUN in the Fall of 2016 as a part-time Finance professor. She completed both of her degrees at the University of Alabama, an undergraduate degree in Finance and a Master’s in Business Administration from the Manderson Business School Executive MBA program. Heather is the owner and founder of Castle Wealth Advisors, LLC, and is currently a CFP® Course Instructor for Kaplan.

She holds the following licensing:

· Series 7, General Securities Representative

· Series 66, Investment Advisor Representative

· Series 9 & 10, General Securities Sales Supervisor

· California Life, Health, and Variable Insurance Licenses

In addition to licenses, Heather is a current Chartered Financial Analyst™ candidate.

Heather is also active in the community volunteering time with the Junior League of Los Angeles where she is currently serving as Training & Education Vice President as well as sitting on the Diversity & Inclusion Task Force.