Castlewatch Wealth

Castlewatch Wealth advisors have 190 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.

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Team photo for Castlewatch Wealth
Team photo for Castlewatch Wealth

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Advisors

Gail D Reid

CFP®, ChFC®, CLU®

Private Wealth Advisor

President of Castlewatch Wealth
Visit Gail D Reid's website

Jose L Godinez

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jose L Godinez's website

Paul Avina

CFP®, ChFC®, CLU®

Private Wealth Advisor

President of Castlewatch Wealth
Visit Paul Avina's website

Alberto Alvarez

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Alberto Alvarez's website

John Ta

CFP®, APMA

Financial Advisor

Visit John Ta's website

Scott Robinson

CFP®, RICP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Scott Robinson's website

Leor Solomon

MBA, CFP®, APMA

Associate Financial Advisor

Visit Leor Solomon's website

Maria Uribe

CFP®, APMA

Associate Financial Advisor

Visit Maria Uribe's website

Sandy Tung

CFP®, BFA, APMA

Associate Financial Advisor

Visit Sandy Tung's website

Robert Miller

CFP®, APMA

Associate Financial Advisor

Visit Robert Miller's website


Team

Mindy Connor

Mindy Connor

Financial Planning Specialist

Matthew Miller

Matthew Miller

Operations Director

Qualifications

  • Director of Operations for Castlewatch Wealth
  • FINRA Series 7, Series 66, Series 6 & Series 63
  • M.B.A., Human Resource Management, Zicklin School of Business, Baruch College, New York, NY, August 2012
  • B.A., Business Administration, Framingham State College, Framingham, MA, May 2003
  • California State Life Insurance License #0K69943
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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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Peter J. Kokos

Peter J. Kokos

Investment Manager

Qualifications

  • Licensed paraplanner to Gail D Reid
  • Accredited Portfolio Management Advisor
  • FINRA Series 6, Series 7, Series 63
  • B.S., Finance, Purdue University 1993, Minors in: Economics, History, & English
  • 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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Gabriela Martinez

Gabriela Martinez

Client Relationship Manager

Hera Der-Gevorgian

Hera Der-Gevorgian

Client Concierge

Laurie Valadez

Laurie Valadez

Administrative Assistant