Allen Castillo specializes in portfolio management for individuals and small businesses, insurance planning, tax-structure planning, and retirement planning. He currently holds his series 6, 63, 7, 66, and 24 through LPL Financial and is licensed to give financial advice in California. His vision is to provide exceptional client service by creating thoughtfully-crafted, customizable financial solutions. Allen attributes his 31 years of success in the financial services industry to his clients, whom he believes is the most important person in any room. Allen’s peers know him for his dependable service and authenticity.
Allen has a strong work ethic and sense of purpose. After university, Allen became a bank teller at Wells Fargo. He then swiftly moved his way up to assistant manager, and he later became a financial advisor. Allen has held positions at multiple financial services corporations including Hemet Federal Savings and BBVA Compass. Most recently, Allen was a financial advisor at PNC bank, offering portfolio management services for individuals, small businesses, and other institutional clients. Now, Allen has joined Pathway Wealth Management with renewed dedication while maintaining the same purpose–always putting clients first.
Allen currently lives in California where he enjoys spending time with the family and actively coaches baseball. He has two sons, both of whom he coached through high school on the JV and Varsity teams. In his free time, Allen fishes, kayaks, and does everything outdoors.