Robert Castillo

Investment Advisor Representative @Gerber Kawasaki Wealth & Investment Management

Implement comprehensive financial strategies to help clients plan for-Short-term Liquid Savings with General Investments**-Wealth Accumulation -Retirement Planning (Calculate retirement nest egg and present savings need to reach future savings goal)-Education Funding -Home Ownership -Tax Savings Strategies -Wealth Transfer and Insurance Analysis -Asset Allocation, Proper Diversification, Preservation of Capital Business Employee Benefits, Implementation and Management of-Group Retirement Plan -Group Health, Dental, Life Insurance - Tax Savings Strategies -Key Man Insurance -Finance Education Workshop **Robert Castillo is a Registered Representative with and Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment Advice offered through Gerber Kawasaki, a registered investment advisor. Robert Castillo and Gerber Kawasaki are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, NY, IN, and MA