Michael J. Castro

Michael is a seasoned investment advisor and professional with over 20 years of experience in financial services. Previously, Michael traded equities for mutual funds and hedge funds at the San Francisco based investment bank, Thomas Weisel Partners and most recently provided investment management for individuals and families at Charles Schwab and Co., Inc. Michael graduated from the University of California at Berkeley with a Bachelor of Arts in Political Economies of Industrial Societies. He attained his CFP® designation in May of 2014.