Peter Castillo

Peter is a Wealth Advisor. For more than 20 years he has spent his professional life helping families and individuals pursue their desired retirement lifestyle and investment goals. Peter is a trustworthy and knowledgeable advisor whose distinctive approach to wealth management is based on identifying tailored strategies to help his clients pursue their unique objectives.

Peter began his career in the financial services industry as a financial advisor at Morgan Stanley. He later went to work as a financial advisor at Wells Fargo Advisors and Citi Personal Wealth Management before coming to LPL Financial. With over 20 years of financial services experience, Peter left the banking sector to start up his own firm Castillo Wealth Management. Where he continues to grow and develop by focusing on one client at a time. Professionally licensed with the Series 7, 63 and 65 registrations held with LPL Financial and California Life and Health Insurance Licenses.

Raised in Southern California, Peter resides in Hacienda Heights, California, with his wife Debbie, and their two sons Cameron and Costas. He enjoys spending time with family, Traveling, and Coaching competitive soccer.