Advisor photo for Daniel Castillo

Daniel Castillo

CFP®, RICP®

Private Wealth Advisor
Franchise Owner
A private wealth advisory practice of Ameriprise Financial Services, LLC
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  • Key tax considerations

    Review tax planning strategies throughout the entire year, not just during tax season.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Staying focused on tomorrow’s goals

How can personalized advice help you reach your financial goals? Let’s start with a conversation about what’s most important to you.

I’ll work with you to provide personalized financial advice that helps you navigate your short-term financial needs while staying focused on tomorrow’s goals. Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.
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AdvisorHub Next Gen Advisors to Watch, 2023

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, I’ve been named to the 2023 AdvisorHub Next Gen Advisors to Watch list. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire Bridge Pointe Financial Group team. This achievement would not have been possible without you.

The AdvisorHub Advisors to Watch lists are generated using a combination of (i) an advisor’s scale as a function of assets, production, number of households and team size; (ii) year-over-year growth in assets; and (iii) professionalism, which includes regulatory record, community involvement and team makeup. The number of advisors placed on each list can vary from year to year. Certain awards include a demographic component to qualify. These awards for each applicable year are based on data from the previous two calendar years and are not indicative of this advisor’s/team’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to AdvisorHub in exchange for the ranking or its use.