The Team

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.

Our Advisors

Jose L Godinez

Jose L Godinez

Private Wealth Advisor

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Designations

CFP®, ChFC®, CLU®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Education

B.S. 1993, California State University Northridge, Business Administration
CA Insurance #0B31519

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Paul Avina

Paul Avina

Private Wealth Advisor

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Designations

CFP®, ChFC®, CLU®

Top Areas of Focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Saving for Education

Education

B.S., 1995, California State University Northridge, Finance
CA Insurance #0B60610

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Alberto Alvarez

Alberto Alvarez

Financial Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

B.S. in Business Administration, Finance, California State University,Northridge, 2000
CA Insurance #0D29454

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Amber Robinson

Amber Robinson

Financial Advisor

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Designations

MBA, CFP®, ChFC®, CLU®, CDFA®

Top Areas of Focus

  • Family Finances
  • Investments
  • Retirement Planning Strategies

Education

B.A., Whitter College, Business Administration 2001, MBA, California Lutheran University 2008
CA Insurance #0D40022

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Carlota B Venegas

Carlota B Venegas

Financial Advisor

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Designations

CFP®, CRPC®, CDFA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Divorce Financial Planning

Education

B.A., University of California, Berkeley 1999
CA Insurance #0E47285

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Rene Ramos

Rene Ramos

Associate Financial Advisor

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Designations

CFP®, ChFC®, APMA®

Top Areas of Focus

  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
CA Insurance #0E12271

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John Ta

John Ta

Associate Financial Advisor

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Designations

CFP®, APMA®

Education

Bachelors of Science, Mathematics with concentration in Economics, University of California, Irvine
CA Insurance #0H64037

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Our Staff

Matthew Miller

Matthew Miller

Operations Director

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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
Rebekka A. Wilcox

Rebekka A. Wilcox

Practice Manager

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Qualifications

  • B.A., University of California, Los Angeles, History 2008
Peter J. Kokos

Peter J. Kokos

Investment Manager

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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
Alice Shahinian

Alice Shahinian

Operations Specialist

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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
Dominique Perna

Dominique Perna

Client Relationship Manager

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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
Joseph Guo

Joseph Guo

Client Relationship Manager

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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,
Suki Thind

Suki Thind

Client Relationship Manager

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Qualifications

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

Vivian Lee

Executive Assistant

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Qualifications

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

Linda Ferber

Financial Planning Specialist

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Qualifications

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

Stephanie Benabou

Client Relationship Manager

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Qualifications

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

Leor Solomon

Financial Planning Analyst

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Qualifications

  • Master of Business Administration (MBA), California State University, Northridge 2012
  • Bachelor of Science, Finance, California State University, Northridge 2008
  • FINRA Series 7, Series 66
  • CA Insurance License # 0M52548
Hagop Malatian

Hagop Malatian

Financial Planning Analyst

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Qualifications

  • Bachelors in Finance, California State University, Northridge, 2017
  • FINRA Series 7, Series 66
  • CA Life Insurance License #0M57159
Zareh Shahinian

Zareh Shahinian

Client Relationship Manager

CERTIFIED FINANCIAL PLANNER™ practitioner
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Qualifications

  • Bachelors in Finance, California State University, Northridge, 2018
  • FINRA Series 7, Series 66
  • CA Life, Accident & Health License #0M71556
Dianna Wong

Dianna Wong

Financial Planning Specialist

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Qualifications

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

Mindy Connor

Financial Planning Specialist

Andrew Connor

Andrew Connor

Administrative Assistant

Kary A Lewis

Kary A Lewis

Administrative Assistant

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Qualifications

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

Meghan Cox

Administrative Assistant

Maria Uribe

Client Relationship Manager

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Qualifications

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