Team
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
Paul J. Castro
Founder, Wealth Advisor
Allen Castillo
Wealth Advisor
Pam Redden
Wealth Relationship Manager
(951) 667-8218
Pam Redden is a trusted Wealth Relationship Manager with over 32 years of experience. She creates value for her customers through synergistic financial strategies and helping connect her clients with the right financial advisors. When...
Xavier Zamora
Wealth Relationship Manager