Castlewatch Wealth

Castlewatch Wealth advisors have 175 years of combined experience in providing comprehensive financial planning and investment management to multiple generations of clients. We have always believed financial advising is not just about reaching a destination but also keeping you as secure as possible along the way. We at Castlewatch Wealth examine your finances and listen to your wants and needs to continually guide you to your financial goals. While you go about living your life, you can rest assured that Castlewatch Wealth strives to keep a watchful eye on your financial future.

close

Team photo for Castlewatch Wealth
Team photo for Castlewatch Wealth

View Larger


Advisors

Advisor photo for Gail D Reid

Gail D Reid

CFP®, ChFC®, CLU®

Private Wealth Advisor

President of Castlewatch Wealth
Visit Gail D Reid's website
Advisor photo for Jose L Godinez

Jose L Godinez

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jose L Godinez's website
Advisor photo for Alberto Alvarez

Alberto Alvarez

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Alberto Alvarez's website
Advisor photo for Amber Robinson

Amber Robinson

MBA, CFP®, BFA, ChFC®, CLU®, CDFA®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Amber Robinson's website
Advisor photo for John Ta

John Ta

CFP®, APMA

Financial Advisor

Visit John Ta's website
Advisor photo for Scott Robinson

Scott Robinson

CFP®, RICP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Scott Robinson's website
Advisor photo for Leor Solomon

Leor Solomon

MBA, CFP®, APMA

Associate Financial Advisor

Visit Leor Solomon's website
Advisor photo for Maria Uribe

Maria Uribe

CFP®, APMA

Associate Financial Advisor

Visit Maria Uribe's website
Advisor photo for Sandy Tung

Sandy Tung

CFP®, BFA, APMA

Associate Financial Advisor

Visit Sandy Tung's website
Advisor photo for Robert Miller

Robert Miller

CFP®, APMA

Associate Financial Advisor

Visit Robert Miller's website


Team

Claudia Olmos

Claudia Olmos

Client Service Manager

Qualifications

  • Administrative Assistant to Paul Avina
  • 15+ year Executive Assistant Experience
View more
Gina Chamberlain

Gina Chamberlain

Client Relationship Manager

Qualifications

  • FINRA Series 7, 66
  • California State Life Insurance License #0M94187
  • California State University, Los Angeles, Bachelor of Arts, English
View more
Shant Topalian

Shant Topalian

Financial Planning Specialist

Qualifications

  • Bachelors in Business Administration, Woodbury College, Burbank, CA
View more
Matthew Miller

Matthew Miller

Operations Director

Qualifications

  • FINRA Series 7, Series 66, Series 6, Series 63
  • M.B.A., Human Resource Management, Zicklin School of Business, Baruch College, New York, NY, 2012
  • B.A., Business Administration, Framingham State College, Framingham, MA, 2003
View more
Rebekka A. Wilcox

Rebekka A. Wilcox

Practice Manager

Qualifications

  • B.A., University of California, Los Angeles, History 2008
View more
Alice Shahinian

Alice Shahinian

Operations Specialist

Qualifications

  • Director of Business Operations with the practice of Reid, Godinez, Avina, and Associates
  • 18 years business operations experience
  • Business Development and Client event planning
View more
Peter J. Kokos

Peter J. Kokos

Investment Manager

Qualifications

  • Accredited Portfolio Management Advisor
  • Licensed paraplanner to Gail D Reid
  • B.S., Purdue University, Finance 1993 minors in: Economics, History, and English
  • FINRA Series 6, Series 7, Series 63
  • California State Life Insurance License #0C91274
View more
Hagop Malatian

Hagop Malatian

Investment Specialist

Qualifications

  • Accredited Portfolio Management Advisor
  • FINRA Series 7, 66
  • CA Life & Health License #0K69943
  • Bachelors in Finance, California State University, Northridge
View more
Mindy Connor

Mindy Connor

Financial Planning Specialist

Adrian Nunez

Adrian Nunez

Financial Planning Specialist

Arman Akhverdyan

Arman Akhverdyan

Financial Planning Specialist

Vivian Lee

Vivian Lee

Executive Assistant

Qualifications

  • Executive Assistant to Gail D. Reid
  • B.A., California State University, Los Angeles, 2008, Psychology
View more
Linda Ferber

Linda Ferber

Financial Planning Specialist

Roles & Responsibilities

  • FINRA Series 6, Series 63 & 26
  • California State Life Insurance License #0A35002
  • B.A., Communications, California State University, Northridge
View more
Dominique Perna

Dominique Perna

Client Relationship Manager

Qualifications

  • Licensed Paraplanner to Gail D. Reid
  • B.S., University of Arkansas, 1992
  • FINRA Series 6, Series 7, Series 63, Series 66
  • California State Life Insurance License #0H26290
View more
Diana Poh

Diana Poh

Client Service Manager

Qualifications

  • Bachelors in Business Administration, California State University, Los Angeles, 2016

View more
Andrew Connor

Andrew Connor

Client Service Manager

Roxanne Rodriguez

Roxanne Rodriguez

Client Service Coordinator

Gabriela Martinez

Gabriela Martinez

Administrative Assistant

Gabriela Vega

Gabriela Vega

Administrative Assistant

Hera Der-Gevorgian

Hera Der-Gevorgian

Administrative Assistant

Laurie Valadez

Laurie Valadez

Administrative Assistant