Advisor profile


My approach

Daniel Castillo - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Daniel Castillo - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 & 66, and CA Insurance licenses
  • RICP® Retirement Income Certified Professional®

Education

  • B.S. Business Management, University of California, Merced, 2012

Interests

  • Spending time with my wife, Lina, and our children - Jaylie, Alana & Elliot.
  • Traveling with my family. (Maui and Lake Tahoe are our favorite places to go!)
  • Being an active member in my church and staying involved.
  • Keeping up with current events, from the local news & politics, to my favorite sports teams.
  • I enjoy staying active with basketball, golf, and skiing

Community participation

Our office and clients assist with projects and an annual foods drive at the Salvation Army Hope Harbor Shelter in Lodi to help keep the center clean and organized.

I volunteer to present the CHOICES program for Lodi Unified School District 8th graders - a two day program that empowers teens to make positive educational choices that will increase their career and life opportunities.

I serve on the governing board for the Lodi Community Foundation. The mission of the Lodi Community Foundation is to advocate and facilitate charitable giving to create lasting legacies that build a stronger Lodi community.

Awards & recognition

  • Ameriprise Client Experience Award, 2020