Castlewatch Wealth

Castlewatch Wealth advisors have 157 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.


Advisors

Gail D Reid, Private Wealth Advisor serving the Glendale, CA area - Ameriprise Advisors

Gail D Reid

CFP®, ChFC®, CLU®

Private Wealth Advisor

President of Castlewatch Wealth
Visit Gail D Reid's website
Jose L Godinez, Private Wealth Advisor serving the Glendale, CA area - Ameriprise Advisors

Jose L Godinez

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jose L Godinez's website
Paul Avina, Private Wealth Advisor serving the Glendale, CA area - Ameriprise Advisors

Paul Avina

CFP®, ChFC®, CLU®

Private Wealth Advisor

President of Castlewatch Wealth
Visit Paul Avina's website
Amber Robinson, Financial Advisor serving the Glendale, CA area - Ameriprise Advisors

Amber Robinson

MBA, CFP®, ChFC®, CLU®, CDFA®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Amber Robinson's website
John Ta, Financial Advisor serving the Glendale, CA area - Ameriprise Advisors

John Ta

CFP®, APMA®

Financial Advisor

Visit John Ta's website
Leor Solomon, Associate Financial Advisor serving the Glendale, CA area - Ameriprise Advisors

Leor Solomon

MBA, CFP®, APMA®

Associate Financial Advisor

Visit Leor Solomon's website
Crystal Rodricks, Associate Financial Advisor serving the Glendale, CA area - Ameriprise Advisors

Crystal Rodricks

CFP®, APMA®

Associate Financial Advisor

Visit Crystal Rodricks's website
Maria Uribe, Associate Financial Advisor serving the Glendale, CA area - Ameriprise Advisors

Maria Uribe

CFP®, APMA®

Associate Financial Advisor

Visit Maria Uribe's website

Team

Stephanie Benabou

Stephanie Benabou

Client Relationship Manager

Qualifications

  • FINRA Series 7, Series 66
  • CA State Life Insurance License #0J08338
  • 10+ years client service experience
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Cameron West

Cameron West

Client Relationship Manager

Qualifications

  • FINRA Series 7, 63
  • CA Life & Health License # 0L85468
  • B.S. Business Administration - Accounting, California State University of Los Angeles
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Meghan Cox

Meghan Cox

Client Service Manager

Mindy Connor

Mindy Connor

Financial Planning Specialist

Matthew Miller

Matthew Miller

Operations Director

Qualifications

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

Rebekka A. Wilcox

Practice Manager

Qualifications

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

Alice Shahinian

Operations Specialist

Qualifications

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

Peter J. Kokos

Investment Manager

Qualifications

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

Dianna Wong

Financial Planning Specialist

Qualifications

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

Andrew Connor

Client Service Manager

Roxanne Rodriguez

Roxanne Rodriguez

Client Service Coordinator

Michelle Osuna

Michelle Osuna

Administrative Assistant

Gabriela Vega

Gabriela Vega

Administrative Assistant