Castillo Wealth Management 12501 Seal Beach Boulevard, Seal Beach, CA 90740

Castillo Wealth Management is a finance institution located at 12501 Seal Beach Boulevard in Seal Beach, California. Our team of CERTIFIED FINANCIAL PLANNER™ professionals is dedicated to helping hardworking families and professionals find confidence through practical, valued advice. We believe in creating financial plans that help you wisely steward your money with assurance for the future.

At Castillo Wealth Management, we prioritize getting to know you personally before diving into the numbers. We want to understand your situation and show you where you are now, how to create a rewarding future, and ways to preserve your assets in the long term. Our goal is to help you cover all your financial bases and give you the confidence that someone is looking out for you as you navigate your financial journey.

We believe in ongoing support and guidance, offering answers to your questions, advice, and helping you stay on track towards your goals. Our team simplifies the planning process and prioritizes education, making sure you understand the strategies we recommend and feel confident in striving towards your financial objectives.

We take pride in applying the same principles we teach to our own lives, providing real-world examples of effective strategies in action. Your success and confidence are at the center of everything we do, and we see it as a privilege to help you manage your money wisely. Giving back to the Long Beach community is incredibly important to us, as we believe in serving our neighbors and helping them grow and thrive.

If you're interested in learning how Castillo Wealth Management can be of service to you, please reach out to us at our Seal Beach location. Tom Castillo is a registered representative with LPL Financial, offering securities and advisory services. We are licensed in multiple states and committed to providing you with the support and guidance needed to achieve your financial goals. Let's talk and start building a plan for your financial future today.