Castle Wealth Planning provides asset management and financial planning services to individuals, families and small businesses.
Nate Cultice CFP, FSA, is founder and President of Castle Wealth Planning.
With 28 years of financial industry experience including the past 20 years as a financial planner here in Santa Barbara, I'm proud to have founded Castle Wealth Planning, a fee-only financial planning and asset management firm. Castle has enabled me to put my passion to work - helping individuals, families, and small businesses realize their diverse financial goals.
With math and economics degrees from MIT, as a past Vice President and Officer at Morgan Stanley and actuary at MetLife with a specialty in Finance, and as a Certified Financial Planner (CFP), I bring a unique blend of experience that enables me to provide personalized asset management integrated with comprehensive financial planning.
I build and actively manage each portfolio to satisfy the client's specific needs and customize these portfolios with a diversified blend of individual stocks, bonds, options, mutual funds and exchange traded funds. I enjoy the investment research process and building securities portfolios based on this research.
I believe that comprehensive financial planning (retirement, tax, insurance, estate, charitable giving) is vital to one's financial health and is as significant as good portfolio management. When both are practiced side by side, insights from one spill over to the other and the client benefits from truly integrated financial planning and asset management.