William Castro is a financial advisor and entrepreneur focused on helping business owners and high-net-worth individuals build, protect, and transition wealth with intention.
After a decade in financial services, he saw too many people receiving fragmented advice when what they really needed was a coordinated strategy. Business owners were often building strong incomes without a clear plan for increasing enterprise value, protecting what they had built, or preparing for an eventual transition. High-net-worth individuals were accumulating wealth, but often without a structure that fully connected investments, risk management, and long-term planning. That is why he started Castle Capital Management: to create a more intentional advisory experience built around clarity, alignment, and execution.
His work centers on business owners, entrepreneurs, and high-net-worth individuals navigating growth, complexity, and transition. Whether they are scaling a business, planning for succession, preparing for an exit, or bringing greater structure to significant wealth, he helps clients connect the moving pieces of their financial lives. His goal is to make sure their business strategy, personal wealth, investment approach, and protection planning are all working together in support of the life they want to build.
As a first-generation college graduate, William earned his bachelor’s degree in Law, Policy, and Politics, with a minor in Entrepreneurship, from California State University, Long Beach. Over the past twelve years, he has served clients through a range of firms, including New York Life, Thrivent Financial, Guardian and Capstone Financial Group.
Born and raised in Long Beach, William now lives in Orange County and works with clients across Southern California and throughout the country.
Meaningful wealth is not created by accident. It is built with purpose, discipline, and vision, the same way great businesses are built, brick by brick.
William Castro CEPA®
CEO & Founder, Financial Advisor | Castle Capital Management
CA Insurance License #0K32495
Series 7, 6, 63, and 65 Licensed
CA Insurance License #0K32495
Series 7, 6, 63, and 65 Licensed