Gary Pittsford

About The Author

GARY PITTSFORD, CFP®, has over four decades of financial advisory experience and he understands that most business owners have a variety of questions when it comes to making a decision about selling their life’s work. Gary has been President and Chairman of the National Association of Personal Financial Advisors (NAPFA), on the board of directors of the International Association for Financial Planning (IAFP), and works closely with the National Cooperative Business Association (NCBA) and the United States Chamber of Commerce. He has also spoken at many national conventions, contributed to and written articles for industry-specific and national publications and received several accolades. He is the founder of Castle Wealth Advisors, LLC and currently serves as President and CEO.

To read more information, visit www.castle3.com
9820 Westpoint Drive, Suite 200, Indianapolis, IN 46256
Office: 317-849-9559 | Fax: 317-577-8575

Books by Gary Pittsford

Your Family Business, Your Net Worth (Revised 2023)

Strategies For Succession Planning

By Gary Pittsford
Successfully transition your business to the next owner. You have spent a lifetime building and safeguarding your business. Now it’s time to retire.

If you are like most business owners, you have more questions than answers.
“What is my business really worth?”
“Can I afford to ret...
Learn More
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