Michael Allende

Mr. Michael Allende is a Financial Research Assistant at Castle Wealth Management LLC.
He works closely with the firm’s portfolio manager and financial planners providing reports and detailed investment research.
His responsibilities include compiling daily and quarterly reports, researching and monitoring the firm’s investments, and working with the firm’s allocation models.
He earned his Bachelor of Business Administration in Economics from the University of North Florida.
He also earned his Master of Business Administration with a concentration in Finance from the University of North Florida in 2016.