Leslie Castillo
12340 El Camino Real Ste 300
San Diego, CA
92130
Phone:
Email:
(858) 764-3813
Leslie has been dedicated to the field of financial services for over 15 years. As a partner and wealth advisor with Stratos Wealth Partners, she has built client relationships based on trust, comprehensive financial advice, and the highest quality of service possible. Leslie provides her clients with a customized wealth management plan throughout every stage in life. Her educational background and experience allow her to successfully construct, implement and monitor personalized plans for each of her client's financial objectives.
Leslie earned her bachelor’s degree in Financial Services at San Diego State University, while concurrently working for Bank of America. In 2006, she joined Crowell, Weedon & Co., and she obtained her Certified Financial Planner certification in 2007. When the firm merged with D.A. Davidson & Co. in 2013, Leslie held the title of Vice President until joining Stratos in 2017.
Leslie has a passion for finding the right strategy for her clients' needs by focusing on goal-based investment management. This approach to comprehensive financial planning includes preparing for retirement, insurance and long term care concerns, tax efficiency strategies, college savings, retirement income planning as well as the multiple phases of estate planning and wealth transfers.
She is committed to working together with a client's tax and legal advisors to develop an integrated strategy to achieve financial freedom for generations.
Outside the office, Leslie and her husband enjoy travelling the world and spending time with loved ones. She cares deeply for charitable organizations dedicated to finding cures for pediatric cancer and multiple sclerosis. Leslie also volunteers her time to the Guajome Park Academy Foundation in Vista, CA.
Leslie is a Registered Representative with, and securities are offered through, LPL Financial. Member FINRA/SIPC.
Stratos Wealth Partners and LPL Financial do not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation.