John D. Caffrey, Jr. CFP®


John Caffrey, CFP® certificant has worked in the financial services industry since May of 1985. He is a graduate, Cum Laude, from the State University of New York Oswego with a Bachelor of Science Degree in Accounting and a minor in Economics.


John is a partner of Castle Financial Advisors, LLC. He has dedicated his career to furnishing a full range of services and products with a proven record to his clients. Thorough and innovative, John has helped hundreds of professionals, high net worth individuals and business owners attain financial independence.


John is a CERTIFIED FINANCIAL PLANNER™ certificant. He received his designation through study with the College of Financial Planning in Denver, Colorado in July of 1988. John is a member of Financial Planning Association. 




2021 Castle Financial Advisors, LLC. All rights reserved.