Castlepoint Wealth Advisors

Jacob Weatherford is a CFP® with nine years of industry experience, currently serving as an advisor at Castlepoint Wealth Advisors since 2018. He previously worked at Castleview Wealth Advisors and MIAA. Outside of his advisory role, he has been a football official since 2008. Castlepoint Wealth Advisors provides wealth management and portfolio management services to individuals, families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm emphasizes a disciplined investment approach based on modern portfolio theory, broad diversification, and risk/return tradeoffs, generally avoiding traditional active stock-picking or market-timing.

Kian Rahmanzadeh is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently with Castlepoint Wealth Advisors in Oklahoma City, where he has worked since 2022. His prior experience includes roles at Castleview Wealth Advisors and NBC Bank. Castlepoint Wealth Advisors serves individuals, high-net-worth clients, families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm employs a modern portfolio theory-based investment approach focused on diversification, risk/return tradeoffs, and investor discipline, typically using mutual funds, ETFs, and selected securities managed on a discretionary basis.

Edward Creegan is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Castlepoint Wealth Advisors since 2018. Prior to joining Castlepoint, he worked at Towne Park and spent two years as a stay-at-home dad. Castlepoint Wealth Advisors provides wealth management and portfolio management services to individuals, families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm employs an investment approach based on modern portfolio theory, emphasizing efficient markets, risk/return tradeoffs, and broad global diversification, typically using mutual funds, ETFs, and selected securities managed on a discretionary basis.

Kristen Buchman is a CFP® professional with five years of industry experience, currently serving as an advisor at Castlepoint Wealth Advisors. Her prior experience includes roles at Venturi Private Wealth and The Trust Company. Castlepoint Wealth Advisors provides wealth management and portfolio management services to individuals, high-net-worth clients, families, trusts, charitable organizations, corporations, and participant-directed retirement plans. The firm emphasizes a disciplined investment approach based on modern portfolio theory and broad diversification, typically implementing portfolios with mutual funds, ETFs, and selected securities.

Adam Lee is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has been with Castlepoint Wealth Advisors since 2021, following roles at Love's Travel Stops and PwC. Castlepoint Wealth Advisors serves individuals, high-net-worth clients, families, trusts, charitable organizations, corporations, and participant-directed retirement plans, combining investment management with financial planning. The firm’s investment approach is based on modern portfolio theory, emphasizing risk/return tradeoffs, global diversification, and investor discipline, typically using mutual funds, ETFs, and selected securities managed on a discretionary basis.

Drew Garner is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with Castlepoint Wealth Advisors since 2015. The firm provides wealth and portfolio management services to individuals, high-net-worth clients, families, trusts, charitable organizations, corporations, and participant-directed retirement plans, including 401(k) consulting. Castlepoint’s investment approach is based on modern portfolio theory, emphasizing diversification, risk/return tradeoffs, and investor discipline, typically using mutual funds, ETFs, and selected securities managed on a discretionary basis.

Kendall King is a CFP® and Series 66 credentialed advisor at Castlepoint Wealth Advisors with 23 years of industry experience. He has been with Castlepoint since 2015. Outside of his advisory role, he serves as an executive coach with Brave Group. Castlepoint Wealth Advisors provides wealth and portfolio management services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm emphasizes a disciplined investment approach based on modern portfolio theory, broad global diversification, and risk/return tradeoffs, generally avoiding traditional active stock-picking or market-timing.

Adam Leavitt is a CFP® with 22 years of experience in the financial industry. He has worked at Castlepoint Wealth Advisors since 2023 and previously spent 14 years at HoganTaylor LLP and 17 years at Disciplined Investments, LLC. He serves as a trustee for the Tulsa Municipal Employees Retirement Plan since 2014. Castlepoint Wealth Advisors provides wealth management and portfolio management services to individuals, families, trusts, charitable organizations, corporations, and retirement plans. The firm employs an investment approach based on modern portfolio theory, emphasizing diversification and investor discipline while generally avoiding traditional active stock-picking or market-timing.