Andrew S Castro

In the heart of Silicon Valley, across the street from the Menlo Park CalTrain station, our office focuses on working with multi-generational families, tech professionals and successful business owners with complex financial goals. We stand as LGBTQ-plus allies and follow our passion to serve the underserved communities in the Bay Area. It's our job to help take the stress out of creating financial strategies – our office strives to be the one point of contact for all your financial needs.

I work with a team of research analysts and financial professionals, in addition to my Branch Office Administrator, Elizabeth Myers. Together,...