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!
The foregoing content reflects the opinions of White Oaks Wealth Advisors and is subject to change at any time without notice. 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. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns.
Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.