Tom Castillo, CFP®
Helping hardworking families find confidence through practical, valued advice
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Serving Clients Nationwide
Helping hardworking families find confidence through practical, valued advice
Areas of Focus
- Estate Planning
- Faith-Based Investing
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Tom Castillo, CFP®
Tom Castillo has been in the financial services industry since 1994. A Long Beach State business graduate and California native, Tom and his wife Jennifer have three daughters, Julia, Lauren, and Emma.Tom stands out for the values he brings to his business. He still believes in the value of a handshake and bond of a promise – even beyond paperwork and contracts. Rest assured, though, he dots all the I’s and crosses all the T’s. Tom is acutely aware of the importance of staying thoroughly educated on the market with its ever-changing options and trends. He excels at thoroughly educating you on your choices, so you can make informed decisions.
As is clearly demonstrated by the number of referrals Tom receives from members of his church and clients, Tom’s personalized caring approach makes people feel at home as they accomplish their retirement objectives. He knows how important it is for his clients to make the most of their critical decisions. The way Tom sees it, in your retirement years you should maintain – if not drastically improve – your quality of life and the assistance you are able to offer the ones you love.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Kingdom Advisor (CKA)
Affiliations
- The AGC
Primary Location
12501 Seal Beach Blvd Suite 120, Seal Beach, CA 90740
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Castillo Wealth Management
When it comes to your future, you just want to know everything is going to turn out for the good. You want assurance you’re on the right track and that the days ahead will be everything you hoped them to be. And at Castillo Wealth Management, we believe you deserve that confidence. We also know that for your hopes to become a reality, you need a plan that directs you where you want to go.As CERTIFIED FINANCIAL PLANNER™ professionals, we help hardworking families and professionals create practical financial plans so they can wisely steward their money with confidence. We help you understand your situation and show you where you are now, how to create a rewarding future, and ways to preserve your assets in the long term.
We know collaborating with someone on your life’s work can be daunting, so we spend time getting to know you personally before we ever ask about the numbers. Our goal is to help you cover all your financial bases and give you confidence that someone is looking out for you—so you can enjoy the next phase of your journey and all the blessings that come with it.
Education
California State University, Long Beach, BS, Business
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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