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Paul Castellano
Financial Associate

About Paul Castellano

With 20 years of financial and customer service experience I offer a unique combination of commitment to clients and product knowledge that results in customer satisfaction. I am on a mission to inspire people to align their financial goals with the goals they have for their life, giving them control, confidence, and peace. If this is something you are interested in, I’d be honored to serve you! My planning process is focused on getting to know the priorities in my client’s lives, then building a road map to get them where they want to go. I can help bring clarity, confidence, and contentment to your financial strategy by helping you allocate your money in a way that is centered around your goals; ultimately, allowing you to focus your time on what truly matters to you while you have confidence in your financial health.