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2300 E Katella Ave Suite 400
Anaheim, CA 92806

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(562) 493-6123

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Tom Castillo

LPL Wealth Manager

(562) 493-6123

(562) 415-2695

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.

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Brandon Millan

Client Service Manager

(562) 493-6123

(562) 415-2695

Joining Castillo Wealth management in 2009, Brandon is a Southern California native and studied Business Administration at the University of La Verne. He lives in the Southbay and enjoys hiking and volunteering in his free time.

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Jenn Castillo

Marketing Coordinator

562-493-6123

Jennifer graduated from Cal State Dominguez Hills with a degree in Education. Alongside Tom from the origination of the firm, Jennifer strives to make our clients feel like family. She loves travel and days at the beach with family and...

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