Our advisors

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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Alice Shahinian

Alice Shahinian

Operations Specialist

Qualifications

  • Operations Specialist for Castlewatch Wealth
  • 24 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., Economics, University of California, Irvine, 2011
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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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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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Maria Uribe

Maria Uribe

Client Relationship Manager

Qualifications

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

Leor Solomon

Financial Planning Analyst

Qualifications

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

Hagop Malatian

Financial Planning Analyst

Qualifications

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

Zareh Shahinian

Client Relationship Manager,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

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

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

Andrew Connor

Andrew Connor

Administrative Assistant

Gabriela Martinez

Gabriela Martinez

Receptionist