READING, PA — JANUARY 27, 2023 — Good Life announces a new partnership with Allen Castillo, a Wealth Advisor with over 31 years of experience in the financial industry. Allen joins Paul Castro and the team at Pathway Wealth Management in Riverside, California.
“I worked with Allen at a previous firm and saw the effort and care he puts forward in taking care of his clients,” said Paul Castro, Founder and Wealth Advisor at Pathway Wealth Management. “Allen’s knowledge and experience will greatly impact our team and overall client dynamic.”
“Working previously with Paul, I witnessed and appreciated the dynamic he brings to the financial services industry,” said Castillo. “His customer-centric practice aligns well with my beliefs on how to treat clients. My passion is working with individuals and families to provide investment opportunities that fit their specific needs. Pathway Wealth Management affords me the flexibility and more expansive options to do just that.”
Allen has held positions at multiple financial services corporations, including Hemet Federal Savings and BBVA Compass. Most recently, Allen was a financial advisor at PNC bank, offering portfolio management services for individuals, small businesses, and other institutional clients. Castillo specializes in portfolio management for individuals and small businesses, insurance planning, tax structure planning, and retirement planning. He currently holds his series 6, 63, 7, 66, and 24 through LPL Financial. His vision is to provide exceptional client service by creating thoughtfully crafted, customizable financial solutions. Allen currently lives in California, where he enjoys spending time with the family and actively coaches baseball. He has two sons, both of whom he coached through high school on the JV and Varsity teams. In his free time, Allen fishes, kayaks, and does everything outdoors.
To reach Allen Castillo, please email email@example.com or visit pathwaywealthmgt.com.
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