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Paul G Castro
CFP®, CRPC®
Associate Financial Advisor
with the practice of
William C Munn
CERTIFIED FINANCIAL PLANNER™ practitioner
COURTWRIGHT, MUNN & ASSOCIATES A financial advisory practice of Ameriprise Financial Services, Inc.
 | | The economic stimulus
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The American Recovery and Reinvestment Act of 2009 is now law. Explore the key provisions that could impact your personal finances.
Review a summary
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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.
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
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Professional Associations
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Financial Planning Association
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Qualifications
- Certified Financial Planner
- Certified Retirement Planning Counselor
- FINRA Series 7
- FINRA Series 63
- Life and Health Insurance
- Bachelor of Financial Administration (Australia)
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Community Service & Personal Interests
- Florham Park and Madison (NJ) Social Club
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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
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I am licensed and registered to conduct business in
NJ.
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Based on licenses and registrations I hold, I may also conduct certain business in
CT, IL, NY, PA
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER 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.
