Jeanette Castillo is a CERTIFIED FINANCIAL PLANNER™ practitioner and Behavioral Financial Advisor with over 10 years of financial advising experience.
She has a Bachelor’s Degree in Business Administration with a Concentration in Finance from California State University, Fullerton.
Jeanette believes that the power of knowledge transforms lives and changes situations for the better. This is the reason she takes an educational approach in creating holistic plans for her clients to help them reach their goals.