Castlewatch Wealth advisors have 190 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

Advisor photo for Gail D Reid

Gail D Reid

CFP®, ChFC®, CLU®

Private Wealth Advisor

President of Castlewatch Wealth
Learn more about Gail D Reid 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
Learn more about Jose L Godinez Visit Jose L Godinez's website
Advisor photo for Paul Avina

Paul Avina

CFP®, ChFC®, CLU®

Private Wealth Advisor

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

Alberto Alvarez

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Alberto Alvarez 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
Learn more about Amber Robinson Visit Amber Robinson's website
Advisor photo for John Ta

John Ta

CFP®, APMA

Financial Advisor

Learn more about John Ta Visit John Ta's website
Advisor photo for Scott Robinson

Scott Robinson

CFP®, RICP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Scott Robinson Visit Scott Robinson's website
Advisor photo for Leor Solomon

Leor Solomon

MBA, CFP®, APMA

Associate Financial Advisor

Learn more about Leor Solomon Visit Leor Solomon's website
Advisor photo for Maria Uribe

Maria Uribe

CFP®

Associate Financial Advisor

Learn more about Maria Uribe Visit Maria Uribe's website
Advisor photo for Sandy Tung

Sandy Tung

CFP®, BFA, APMA

Associate Financial Advisor

Learn more about Sandy Tung Visit Sandy Tung's website
Advisor photo for Robert Miller

Robert Miller

CFP®, APMA

Associate Financial Advisor

Learn more about Robert Miller Visit Robert Miller's website


Our team

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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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

  • 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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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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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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Suki Thind

Suki Thind

Client Relationship Manager

Qualifications

  • Suki Thind is a CERTIFIED FINANCIALPLANNER™ professional.

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

Roles & Responsibilities

  • Practice Trainer
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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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Gina Chamberlain

Gina Chamberlain

Client Relationship Manager

Qualifications

  • FINRA Series 7, 66
  • California State Life Insurance License #0M94187
  • California State University, Los Angeles, Bachelor of Arts, English
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Cameron West

Cameron West

Client Relationship Manager

Qualifications

  • FINRA Series 7, 63
  • CA Life & Health License # 0L85468
  • B.S. Business Administration - Accounting, California State University of Los Angeles
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Irena Ngo

Irena Ngo

Client Relationship Manager

Qualifications

  • FINRA Series 7 & Series 66

  • CA Life &Health License #4279752

  • B.A., Business Administration, Concentration in Finance, California State University, Fullerton
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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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Claudia Olmos

Claudia Olmos

Client Service Manager

Qualifications

  • Administrative Assistant to Paul Avina and Jose Godinez
  • 15+ years Executive Assistant Experience
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Diana Poh

Diana Poh

Client Service Manager

Qualifications

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

Mindy Connor

Financial Planning Specialist

Shant Topalian

Shant Topalian

Financial Planning Specialist

Qualifications

  • Bachelor of Business Administration, Woodbury College, Burbank, CA
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Adrian Nunez

Adrian Nunez

Financial Planning Specialist

Andrew Connor

Andrew Connor

Client Service Manager

Roxanne Rodriguez

Roxanne Rodriguez

Client Service Coordinator

Gabriela Martinez

Gabriela Martinez

Client Relationship Manager

Gabriela Vega

Gabriela Vega

Administrative Assistant

Arman Akhverdyan

Arman Akhverdyan

Financial Planning Specialist

Hera Der-Gevorgian

Hera Der-Gevorgian

Client Concierge

Laurie Valadez

Laurie Valadez

Administrative Assistant