October 25, 2022 / Sharon Bloodworth

Micki Kastel, Certified Senior Advisor®

Congratulations Micki Kastel on the achievement of her certified Senior Advisor (CSA)® certification from the Society of Certified Senior Advisors.  Micki now joins fellow White Oaks family member Cyndi Castle as our second CSA®.

Why are we expanding our credentials on serving clients as they age?

“We want our firm to be best prepared to deal with the unique needs of financial care in later life. We want to be as useful as possible to our clients when they will probably need us the most”, said Sharon Bloodworth, CEO.  The CSA exam covers the social, financial and medical aspects of aging.  In addition to having a full load as White Oaks’ Director of Operations and raising a family Micki worked hard to add this to her list of accomplishments.  On being asked why she decided to pursue this credential she said, ” This credential pairs well with my existing experience and knowledge.  It enhances my ability to communicate with clients and meet their specific needs.” Please join us in congratulating Micki!

Certified Senior Advisor

 

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Investment advisory services provided by White Oaks Wealth Advisors, Inc. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.