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Castillo Wealth Management

Castillo Wealth Management

Financial Planning in Seal Beach, CA

Start Here
  • Who We Are
    • Meet Our Team
    • Our Designations
  • What We Do
    • Our Expertise
    • Events
  • Who We Serve
  • Get in Touch
  • Client Login
    • Account View
    • Wealth Management Dashboard

Meet Tom

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  • 562-493-6123
  • 562-415-2695
  • tom.castillo@lpl.com

Tom Castillo CFP®

LPL Wealth Manager

Tom Castillo has been in the financial services industry since 1994. 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.

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Interested in learning how we may be of service to you? Let's talk!

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12501 Seal Beach Blvd,
Suite 120
Seal Beach, CA 90740

Phone: (888) 876-8912

Fax: (562) 415-2695

Email tom.castillo@lpl.com

Tom Castillio is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

FINRA Broker Check

Tom Castillo is currently licensed in the following states: AZ, CA, CT, FL, KS, KY, ME, MN, NC, ND, OH, OR, TX, VA, WA

Castillo Thomas Edward | CA | 12501 Seal Beach Blvd., Suite 120, Seal Beach, CA 90740 | CA Insurance Lic. # 0B65281

Millan Paul Brandon | CA | 12501 Seal Beach Blvd., Suite 120, Seal Beach, CA 90704 | CA Insurance Lic. # 0H67086

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