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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Our advisors

Daniel Castillo

CFP®, RICP®

Private Wealth Advisor

Franchise Owner
Learn more about Daniel Castillo Visit Daniel Castillo's website

Adrian Castillo

ChFC®

Financial Advisor

Learn more about Adrian Castillo Visit Adrian Castillo's website


Our team

Karri Ehrhart

Karri Ehrhart

Financial Planning Assistant

Qualifications

    • Series 7 & 66 licenses
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Austin Bronson

Austin Bronson

Administrative Assistant

Qualifications

    • Series 7, 66, and CA Insurance licenses
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Lydia Yarbrough

Administrative Assistant