Advisor profile


My approach

Valerija Castro - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Valerija Castro - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 and Series 66 registered.
  • Michigan Life, Accident, and Health licensed.

Interests

  • Spending time with husband and family
  • Boating
  • Fishing - any kind of fish, usually in Lake St. Clair
  • Attending Plays and Musicals

Community participation

Volunteer with fund raising events for "Friends of Glen Peters" ( school for handicapped children) Money is used to fund playground.

In the summer we hold a golf outing. I assist in any area I am needed. Since I don't pay golf, I usually assist in selling tickets.

In the Winter we have a vegas night. My husband and children run the crap table and I help run a blackjack table.

Awards & recognition

  • Five Star Wealth Manager, 2012-2021
  • Ameriprise Circle of Success, 2014, 2015, 2016