Paul Castro established Pathway Wealth Management amidst all of 2020 challenges. After over 14 years of experience in the financial field, Paul set out on his own to focus on providing a new level of top quality and personalized attention to his clients. His vision is to educate and guide each individual to the solutions that fit based on their goals, plans and needs. Working with high net worth individuals, businesses and business owners and not-for-profit organizations, Paul specializes in the areas of retirement planning, group 401k, college planning, insurance planning, short-term cash management and longer-term investment management.
Prior to establishing Pathway, Paul held positions at UnionBanc Investment Services, BBVA Compass, Citibank, and Chase Bank. Paul holds his Series 6, 7, 63 and 66 securities licenses through LPL Financial, as well as his California State Life Insurance license. Paul has a history of persevering, outstanding work ethic and entrepreneurial vision. In 2006 he began a successful business amidst the financial crisis of 2008, Caliber Picture Framing. He was featured in multiple publications, including The Press Enterprise in an article highlighting his success in becoming one of the largest custom frame shops in the area, at the time. All as a second enterprise, while building his wealth advisory career. In 2017, he sold the frame shop in order to have more time with his family.
Paul lives in Riverside, California with his wife, Marcy, and four wonderful daughters. Family means everything to Paul. He and his family enjoy vacations, culinary experiences, travel and for now just simply being home and grilling on the weekends.