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Our financial advice team


Adrian Castillo, Financial Advisor serving the Lodi, CA area - Ameriprise Advisors

Adrian Castillo

Financial Advisor

Bridge Pointe Financial Group
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Tax Planning Strategies
  • Retirement Income Strategies

Awards & recognition

  • Bridge Pointe Financial Group, Ameriprise Client Experience Award, 2023

Previous experience

  • Private Client Banker, J.P. Morgan Securities LLC, Livermore, CA, 2015-2022

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

Travelling with my wife, Jessy and my two daughters, Adrienne and Azari.

Fitness - Active member with my local CrossFit Gym