LPL Wealth Manager
Tom Castillo has been in the financial services industry for more than fifteen years. A Long Beach State business graduate and California native, Tom and his wife Jennifer have three daughters, Julia, Lauren, and Emma.
Tom stands out for the values he brings to his business. He still believes in the value of a handshake and bond of a promise – even beyond paperwork and contracts. Rest assured, though, he dots all the I’s and crosses all the T’s. Tom is acutely aware of the importance of staying thoroughly educated on the market with its ever-changing options and trends. He excels at thoroughly educating you on your choices, so you can make informed decisions.
As is clearly demonstrated by the number of referrals Tom receives from members of his church and clients, Tom’s personalized caring approach makes people feel at home as they accomplish their retirement objectives. He knows how important it is for his clients to make the most of their critical decisions. The way Tom sees it, in your retirement years you should maintain – if not drastically improve – your quality of life and the assistance you are able to offer the ones you love.
Phone: (562) 493-6123
Fax: (562) 493-6253
Client Service Manager
2300 E Katella Ave, Suite 400
Anaheim, Ca 92806
Toll Free: 866-397-4916
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org. The LPL registered representatives of Benchmark may only discuss securities or transact business with persons who are residents of Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Maryland, Maine, Minnesota, Montana, Nevada, New York, North Carolina, North Dakota, New Mexico, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia and Washington.
CRPC conferred by The College for Financial Planning.
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