Boris Castillo Cfa Cfp

FAQ About Boris Castillo Cfa Cfp

• What is Boris Castillo Cfa Cfp's address?

  Boris Castillo Cfa Cfp is located at
  Long Beach, California, United States

• What is Boris Castillo Cfa Cfp's job title?

  Boris Castillo Cfa Cfp is a
  As a Chartered Financial Analyst & a CERTIFIED FINANCIAL PLANNER practitioner, I help Aerospace and Oil & Gas professionals. We take a comprehensive approach to tax/financial/estate planning & wealth management. My clients come to me to:  Feel more secure in their investment selections  Gain confidence in their ability to reach their financial goals  Understand the pitfalls that can throw a plan into disarray  Make sense of Social Security, Medicare, 401(k) elections, pensions (if you’re lucky enough to have one) Post-pandemic, the financial landscape has changed for engineers and engineering-related professionals. People have grown tired of:  Becoming frightened by every news headline  Excess volatility that has become more common in the markets  Fearing they’ll outlive their savings; or that their pension, Social Security, or Medicare won’t provide a safety net.  Wondering if their situation can survive a market crash, persistent inflation, and/or a recession Within just a few months of developing a comprehensive financial plan, they're frequently able to:  Ease their fears by understanding the role of risk in their portfolios  Have a clearly defined path to the achievement of their goals, as opposed to winging it or using rules of thumb  Feel more financially competent by way of increasing their financial literacy  Open their universe to wealth preservation and tax mitigation strategies they were previously unaware of  Enjoy the fruits of their labor, which is what financial planning is really all about How can I help you to stay on the path towards realizing your goal? You're in a job that requires a systems mode of thought. However, you spend far too much time focused on your rate of return and how much your portfolio has grown and not enough on how much risk you really need. That's where I come into play. If you're ready to be put at ease, send me a message here or schedule a quick 15 minute introductory call. Here's my calendar: Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance is offered independent of SPF. This communication is strictly intended for individuals residing in the state(s)of AZ, CA, FL, MS, NV, NY, PA, TN, TX, WA. No offers may be made or accepted from any resident outside the specific states referenced. Amenity Wealth

• What industry does Boris Castillo Cfa Cfp currently work in?

  Boris Castillo Cfa Cfp currently works in the
  Amenity Wealth

• What is Boris Castillo Cfa Cfp's area of expertise?

  Boris Castillo Cfa Cfp specializes in
  As a Chartered Financial Analyst & a CERTIFIED FINANCIAL PLANNER practitioner, I help Aerospace and Oil & Gas professionals. We take a comprehensive approach to tax/financial/estate planning & wealth management. My clients come to me to:  Feel more secure in their investment selections  Gain confidence in their ability to reach their financial goals  Understand the pitfalls that can throw a plan into disarray  Make sense of Social Security, Medicare, 401(k) elections, pensions (if you’re lucky enough to have one) Post-pandemic, the financial landscape has changed for engineers and engineering-related professionals. People have grown tired of:  Becoming frightened by every news headline  Excess volatility that has become more common in the markets  Fearing they’ll outlive their savings; or that their pension, Social Security, or Medicare won’t provide a safety net.  Wondering if their situation can survive a market crash, persistent inflation, and/or a recession Within just a few months of developing a comprehensive financial plan, they're frequently able to:  Ease their fears by understanding the role of risk in their portfolios  Have a clearly defined path to the achievement of their goals, as opposed to winging it or using rules of thumb  Feel more financially competent by way of increasing their financial literacy  Open their universe to wealth preservation and tax mitigation strategies they were previously unaware of  Enjoy the fruits of their labor, which is what financial planning is really all about How can I help you to stay on the path towards realizing your goal? You're in a job that requires a systems mode of thought. However, you spend far too much time focused on your rate of return and how much your portfolio has grown and not enough on how much risk you really need. That's where I come into play. If you're ready to be put at ease, send me a message here or schedule a quick 15 minute introductory call. Here's my calendar: Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance is offered independent of SPF. This communication is strictly intended for individuals residing in the state(s)of AZ, CA, FL, MS, NV, NY, PA, TN, TX, WA. No offers may be made or accepted from any resident outside the specific states referenced.

• Which languages does Boris Castillo Cfa Cfp speak? 

  Boris Castillo Cfa Cfp speaks the following languages:
  No languages available.

• Which industries has Boris Castillo Cfa Cfp previously worked in?   

  Boris Castillo Cfa Cfp has prior experience in the following industries:
  Nuvision Federal Credit Union , New England Financial , Union Bank , Wells Fargo Investments , Ubs

• What is Boris Castillo Cfa Cfp’s work experience?  

  Boris Castillo Cfa Cfp has the following professional experience:
  Amenity Wealth , Nuvision Federal Credit Union , New England Financial , Union Bank , Wells Fargo Investments , Ubs .

• How can I find Boris Castillo Cfa Cfp on LinkedIn?  

  You can view Boris Castillo Cfa Cfp’s
  LinkedIn profile at LinkedIn URL.

• What are Boris Castillo Cfa Cfp’s work email addresses?  

  Boris Castillo Cfa Cfp’s work email addresses are
  [email protected] .

• What company does Boris Castillo Cfa Cfp work for?  

  Boris Castillo Cfa Cfp works at
  Amenity Wealth