Castlewatch Wealth

Castlewatch Wealth advisors have over 90 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

Jose L Godinez

Jose L Godinez

Private Wealth Advisor

Visit Jose L Godinez's website
Paul Avina

Paul Avina

Private Wealth Advisor

Visit Paul Avina's website
Alberto Alvarez

Alberto Alvarez

Private Wealth Advisor

Visit Alberto Alvarez's website
Amber Robinson

Amber Robinson

Financial Advisor

Visit Amber Robinson's website
Rene Ramos

Rene Ramos

Associate Financial Advisor

Visit Rene Ramos's website
John Ta

John Ta

Associate Financial Advisor

Visit John Ta's website
Leor Solomon

Leor Solomon

Associate Financial Advisor

Visit Leor Solomon's website

Team

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
  • 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

  • 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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Alice Shahinian

Alice Shahinian

Operations Specialist

Qualifications

  • Director of Business Operations with the practice of Reid, Godinez, Avina, and Associates
  • 19 years business operations experience
  • Business Development and Client event planning
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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
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Joseph Guo

Joseph Guo

Client Relationship Manager

Qualifications

  • Licensed Paraplanner to Gail D. Reid
  • FINRA Series 7, Series 66
  • California State Life Insurance License # 0H71938
  • B.A., University of California, Irvine, 2011, Economics,
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Suki Thind

Suki Thind

Client Relationship Manager

Qualifications

  • FINRA Series 7 , Series 66
  • California State Life Insurance License 0I98885
  • B.S., California Polytechnic University, Business Administration, September 2010
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Maria Uribe

Maria Uribe

Client Relationship Manager

Qualifications

  • FINRA Series 7, Series 66
  • CA Insurance License #0M79020
  • Cal State University, Los Angeles, Master of Arts 2011
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Vivian Lee

Vivian Lee

Executive Assistant

Qualifications

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

Linda Ferber

Financial Planning Specialist

Qualifications

  • FINRA Series 6, Series 63 & 26
  • California State Life Insurance License #0A35002
  • B.A., Communications, California State University, Northridge
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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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Zareh Shahinian

Zareh Shahinian

Client Relationship Manager,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • Bachelors in Finance, California State University, Northridge, 2018
  • Accredited Portfolio Management Advisor
  • FINRA Series 7, Series 66
  • CA Life, Accident & Health License #0M71556
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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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Mindy Connor

Mindy Connor

Financial Planning Specialist

Andrew Connor

Andrew Connor

Administrative Assistant

Kary A Lewis

Kary A Lewis

Administrative Assistant

Qualifications

  • Bookkeeper and Payroll Specialist with the practice of Reid, Godinez, Avina and Associates , since 1997
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Meghan Cox

Meghan Cox

Administrative Assistant

Gabriela Martinez

Gabriela Martinez

Receptionist