Leslie Castillo

Private Wealth Advisor

How do I help clients live better?

We strive to build lasting relationships based on trust and deliver guidance that empowers clients to pursue long-term financial freedom for themselves and future generations. By taking a personalized, goal-based approach, we help clients navigate life’s complexities with clarity and confidence—whether planning for retirement, managing major life transitions, or preserving wealth through strategic estate planning. Our commitment extends beyond numbers; it's about being a steady, reliable partner who listens, understands, and helps turn financial goals into meaningful outcomes.

Outside of work…

I can typically be found taking advantage of the beautiful Southern California lifestyle by spending time outdoors and enjoying the area’s natural beauty when I’m not actively involved in my young children’s lives, whether cheering them on at sports games, volunteering in their classrooms, or experiencing the world through their curious and excited eyes.

Favorite quote:

“My mission in life is not merely to survive, but to thrive; and to do so with some passion, some compassion, some humor, and some style.” – Maya Angelou