Ed B. Castillo

Ed Castillo has been in the Financial Services Industry for 20 years, since 1999. He graduated from California State University, at Fullerton with a double major in Finance and Entrepreneurship. As a retirement planner, Ed’s primary objective is to help individuals and families reach their retirement goals. Not only is Ed a seasoned veteran in retirement planning, he is also an experienced seminar speaker, who has conducted seminars on the topics of retirement income planning, required minimum distributions (also known as RMDs), and maximizing Social Security. When Ed is taking a break from helping his clients, he spends time with his wife and 2 daughters. They love camping trips at the beach, and visiting family locally, as well as in Chicago and New Jersey.


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