Tom Castillo Email & Phone Number
Principal @ CASTILLO WEALTH MANAGEMENT LLC
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Tom Castillo Location
- California, United States
Tom Castillo Work
- 2003 -now Principal @
- 2003 -now Owner @ Castillo Wealth Management
- 2011 -2021 Board Member @
Tom Castillo Education
- California State University
BS (Business)
1986-1993 - Los Altos High School
Tom Castillo Skills
- Alternative Investments
- Estate Planning
- FINRA
- Strategic Financial Planning
- Series 63
- Investment Strategies
- Personal Finance
- Portfolio Management
- Investments
- Risk Management
- Asset Management
- Retirement
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Series 7
- Retirement Planning
- Securities
- Investment Management
- Wealth Management
Tom Castillo Summary
- Tom Castillo, based in California, United States, is currently a Principal at CASTILLO WEALTH MANAGEMENT LLC. Tom Castillo brings experience from previous roles at Castillo Wealth Management and Long Beach Basket Brigade. Tom Castillo holds a 1986 - 1993 BS in Business @ California State University. With a robust skill set that includes Alternative Investments, Estate Planning, FINRA, Strategic Financial Planning, Series 63 and more. Tom Castillo has 1 emails and 1 mobile phone numbers on RocketReach.
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