Paula Castoro comes to Beacon Asset Management with over 20 years of financial analysis experience. Many of her clients are professional women who understand that whether you are a “do-it-yourselfer”, you partner with her to manage your financial picture or even worse, you “do nothing”, there is in fact not a “no cost” alternative. Time is money and doing nothing also costs money. Putting a financial plan into place “today” is our most prudent plan for professional women and their families to embrace.

Her experience revolves around working with folks interested in partnering with a financial professional to manage their wealth accumulation strategies and also working with folks during transitional times in their lives, i.e. employment changes, inheritances and post-divorce financial planning.

Her clients represent successful individuals pursuing unique career strategies (pre- and post-retirement) and achieving success both personally and professionally.

Throughout her finance career, she has been involved with corporate financial planning, mergers and acquisitions, strategic planning and contract administration.

Her financial services background includes retail and commercial banking, credit management and personal banking. Paula completed the Certified Financial Planner® Education Program through the College of Financial Planning in July 2002 and is a CERTIFIED FINANCIAL PLANNER^TM, practitioner. She has a B.A. in Finance from Eastern Kentucky University and an MBA from the University of South Florida.

In her free time, Paula enjoys playing tennis, snow-skiing, kayaking, camping, hanging with her cats and is an avid reader.