Allen Castillo

Allen Castillo Email and Phone Number

Wealth Advisor at Pathway Wealth Management @
Allen Castillo's Location
San Jacinto, California, United States, United States
About Allen Castillo

Allen 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 and is licensed to give financial advice in California. His vision is to provide exceptional client service by creating thoughtfully-crafted, customizable financial solutions. Allen attributes his 31 years of success in the financial services industry to his clients, whom he believes is the most important person in any room. Allen’s peers know him for his dependable service and authenticity. Allen has a strong work ethic and sense of purpose. After university, Allen became a bank teller at Wells Fargo. He then swiftly moved his way up to assistant manager, and he later became a financial advisor. 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. Now, Allen has joined Pathway Wealth Management with renewed dedication while maintaining the same purpose–always putting clients first. 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.

Allen Castillo's Current Company Details
Pathway Wealth Management

Pathway Wealth Management

Wealth Advisor at Pathway Wealth Management
Allen Castillo Work Experience Details
  • Pathway Wealth Management
    Wealth Advisor
    Pathway Wealth Management
  • Pnc
    Financial Advisor
    Pnc Jun 1991 - Dec 2022
    California, United States

Frequently Asked Questions about Allen Castillo

What company does Allen Castillo work for?

Allen Castillo works for Pathway Wealth Management

What is Allen Castillo's role at the current company?

Allen Castillo's current role is Wealth Advisor at Pathway Wealth Management.

Not the Allen Castillo you were looking for?

  • Allen Castillo

    Vice President At Swift Disposal
    Bakersfield, Ca
  • Allen Castillo

    Account Representative @ Barton Associates Inc. | Finder Of Solutions, Relationship Builder
    Las Vegas, Nv
    1
    courtesychev.com
  • Allen Castillo

    Foodshare Outreach Program Manager At Hunger Task Force
    Milwaukee, Wi
    4
    uww.edu, gmail.com, exactsciences.com, hungertaskforce.org

    1 +160834XXXXX

  • Allen Castillo

    Project Engineer At Helix Electric
    North Las Vegas, Nv
    8
    gmail.com, aol.com, aol.com, prodigy.net, salmonelectric.com, salmonelectric.com, gslelectric.com, helixelectric.com

    4 +170243XXXXX

  • Allen Castillo

    Senior Development Officer At City Of Glendale, Ca
    Glendale, Ca
    2
    ci.glendale.ca.us, glendaleca.gov

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.