Leslie Castillo

12340 El Camino Real Ste 300

San Diego, CA

92130

Phone:

Email:

(858) 764-3813

www.castillofa.com

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.

August Wealth Advisors, LLC

The Loft, 101 Franklin Street, Suite A 

Westport, CT 06880

Toll free : 800-985-9477

Direct: 916-461-9451

Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA August Wealth Advisors, LLC.

August Wealth Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov/IAPD/Default.aspx.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third party websites or third party materials.