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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Riverside Office

Paul J.  Castro

Paul J. Castro

Founder, Wealth Advisor

(951) 529-3689

(951) 389-7621

Xavier Zamora

Xavier Zamora

Wealth Relationship Manager

(951) 591-0418

(951) 389-7621

San Jacinto Office                         Torrance Office

Pam   Redden

Pam Redden

Wealth Relationship Manager

(951) 961-9564

(909) 341-1879