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Benjamin Mart, CFP®

As a Financial Analyst, I am responsible for ensuring that our clients personal and financial information is accurately reflected in our various planning software applications, and utilizing those applications to prepare reports and financial plans for client meetings. I am passionate about ensuring that client information is accurate, because this enables Castle to give sound advice to our clients in order for them to make wise decisions with their resources. On a day-to-day basis I might be preparing for client meeting, building a financial plan, or running scenarios to illustrate the financial impact of various transactions.