Monique Castillo

About Monique Castillo

I help my clients take the guesswork out of preparing for their financial future and to see the big picture through personal contact and collaborative planning. Honing my client relationships and communications skills at companies in the U.S. and Asia markets has propelled me toward my goal of helping my clients to feel financially empowered. I have been invited to do financial strategy workshops and webinars by a variety of educational institutions and organizations including Women of Hopkins Leadership Conference, Rowan College’s People in Transition Center, Johns Hopkins University alumni, Women’s Leadership Council of Gloucester County and Maritime Academy in Philadelphia. I speak Spanish, Mandarin Chinese and Portuguese and taught English in Wuhan, China as a Princeton-in-Asia Fellow in the early \'90\'s. I help my clients become financially confident by calibrating an investment strategy to meet their ever-changing needs while staying focused on their bottom line.I hold the Series 7 and 65 securities registrations. I am licensed as an agent for life, health, accident and long-term-care insurance. I am registered in the following states: CA, DE, GA, ME, MD, MA, NC, NJ, NY, PA and VA, as well as DC. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states.Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Experience

1. Financial Advisor

   Higher Ground Financial Services

   Jun 2017 — Present

   As a Financial Advisor, with Series 7 and Series 65 securities registrations, I help my clients take the guess work out of preparing for their financial future and to see the big picture through personal contact and collaborative planning. I build investment portfolios and expand views on financial planning that aim to reflect the financial goals of my clients.

Education

• The Johns Hopkins University

  BA, International Relations: China & Latin America

  1986 — 1990

Skills

• Securities
• Wealth Management Services
• Investments
• Wealth-Preservation Strategies
• Retirement-Plan Consulting
• Asset Allocation
• Financial Advisory
• Series 66
• Insurance
• Multigenerational Wealth Transfer Strategies
• Hold Series 7