portrait of David B Castillo
FINANCIAL ADVISOR
Accepting New Clients
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About David

Growing up in a single parent home with four children, you learn a great deal about making things last and doing a lot with a little. I remember my mom doing the best she could to put food on the table and clothes on our backs, while simultaneously working a low paying job and going to school. Experiencing my mom's determination and commitment to our family gave me a great appreciation for the value of saving, working hard and dedicating my efforts to something bigger than myself.

Today, as a financial advisor, I am able to put those values to work....

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Professional Athletes
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

Work History

  • Edward JonesNovember 2007 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Gonzaga UniversityMaster of Arts
  • Univ of WashingtonBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Reading
  • Golfing
  • Aviation
  • Sports Enthusiast

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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