JST Investment Consulting

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Seal Beach is here for you, serving the Santa Ana, Irvine and Huntington Beach areas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Castillo Wealth Management, located in Seal Beach, CA, has been dedicated to helping hardworking families attain financial confidence since 1995. As CERTIFIED FINANCIAL PLANNER professionals, they create practical financial plans tailored to individual needs, ensuring clients understand their current situation and how to achieve a rewarding future. The firm prioritizes simplicity and authenticity, making the financial planning process straightforward and relatable. Committed to their clients' success, the team emphasizes ongoing support and community engagement, aiming to inspire growth through generous service and collaboration. Generated from the website