Michael Castro
Principal and Senior Wealth Advisor at Marin Wealth Advisors Llc
Based in Alameda, United States
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Seniority
Director
Department
Finance & Accounting
Location
Alameda
Industry
Investment Management
Company size
4
Contact information
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m•••••••@marinwealthadvisors.com
Phone
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Background
About Michael Castro
I have worked in the financial services industry for over 28 years, including 12 years on an institutional equity trading desk and over a decade serving retail clients. I carry the CFP® designation and manage 40 households constituting $40 million dollars of assets. Marin Wealth and I want to be your financial consigliere, your first and only call when you have a financial question. We will coordinate and lead your team of CPAs, estate attorneys, mortgage brokers, and insurance agents. On the investment side, we will base our asset allocation decisions on each client's unique situation and their financial planning results. We are fee only, financial planning based, FIDUCIARY, wealth managers. Outside of work, I enjoy spending time with my children, attending Niners and Giants games, following the Warriors and watching Barcelona soccer matches. I enjoy good food and wine, cooking, traveling, cycling and continuing to hone my Spanish language skills.
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