CFP®, CRPC®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner

COURTWRIGHT, MUNN & ASSOCIATES A financial advisory practice of Ameriprise Financial Services, Inc.

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Paul G Castro Ameriprise Financial Advisor
Address
East 80 Route 4
Ste 140
Paramus, NJ 07652

Team Information


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(201) 226-1780
paul.g.castro@ampf.com

As one of Ameriprise Financial's most experienced advisors, I know that everyone's financial picture is different, and that priorities change depending on their time horizon, how they accumulated their wealth, and their long- and short-term goals. So I help each of my clients develop a strategy tailored to their unique needs and goals.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.

More people come to Ameriprise for financial planning than any other company.1
  • An Ameriprise-associated financial advisor franchise
  • I am licensed and registered to conduct business in NJ. Based on licenses and registrations I hold, I may also conduct certain business in CT, IL, NY.
Areas of Focus
  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Saving for Education
  • Asset Allocation
  • General Financial Planning
Professional Associations
  • Financial Planning Association
Qualifications
  • Certified Financial Planner
  • Certified Retirement Planning Counselor
  • FINRA Series 7
  • FINRA Series 63
  • Life and Health Insurance
  • Bachelor of Financial Administration (Australia)
Community Service
  • Florham Park and Madison (NJ) Social Club
The Team

Walter Loin
Associate Financial Advisor
walter.2.loin@ampf.com

East 80 Route 4
Ste 140
Paramus, NJ 07652


Qualifications

  • CFP
  • CLU
  • CHFC
  • BS Accounting
  • FINRA Series 7
  • FINRA Series 24
  • FINRA Series 63
  • NJ Health and Life
Tom Teschic
Associate Financial Advisor
thomas.m.teschic@ampf.com

East 80 Route 4
Ste 140
Paramus, NJ 07652


Qualifications

  • CRPC
  • BS in Business Administration
  • FINRA Series 7
  • FINRA Series 24
  • FINRA Series 66
  • NJ Health and Life
Claudia Rivera
Office Manager
claudia.p.rivera@ampf.com

East 80 Route 4
Ste 140
Paramus, NJ 07652


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the
U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing
certification requirements.
1. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec 31, 2006.