Castlewatch Wealth

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Castlewatch Wealth
Team photo for Castlewatch Wealth

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Advisors

Advisor photo for Gail D Reid

Gail D Reid

CFP®, ChFC®, CLU®

Private Wealth Advisor

President of Castlewatch Wealth
Visit Gail D Reid's website
Advisor photo for Jose L Godinez

Jose L Godinez

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jose L Godinez's website
Advisor photo for Paul Avina

Paul Avina

CFP®, ChFC®, CLU®

Private Wealth Advisor

President of Castlewatch Wealth
Visit Paul Avina's website
Advisor photo for Alberto Alvarez

Alberto Alvarez

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Alberto Alvarez's website
Advisor photo for Amber Robinson

Amber Robinson

MBA, CFP®, BFA, ChFC®, CLU®, CDFA®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Amber Robinson's website
Advisor photo for John Ta

John Ta

CFP®, APMA

Financial Advisor

Visit John Ta's website
Advisor photo for Leor Solomon

Leor Solomon

MBA, CFP®, APMA

Associate Financial Advisor

Visit Leor Solomon's website
Advisor photo for Maria Uribe

Maria Uribe

CFP®, APMA

Associate Financial Advisor

Visit Maria Uribe's website
Advisor photo for Sandy Tung

Sandy Tung

CFP®, BFA, APMA

Associate Financial Advisor

Visit Sandy Tung's website
Advisor photo for Robert Miller

Robert Miller

CFP®, APMA

Associate Financial Advisor

Visit Robert Miller's website


Team

Arman Akhverdyan

Arman Akhverdyan

Financial Planning Specialist

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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Gabriela Martinez

Gabriela Martinez

Client Relationship Manager

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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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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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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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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Rebekka A. Wilcox

Rebekka A. Wilcox

Practice Manager

Qualifications

  • B.A., University of California, Los Angeles, History 2008
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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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Vivian Lee

Vivian Lee

Executive Assistant

Qualifications

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