Pathway Wealth Management

www.pathwaywealthmgt.com

Paul Castro established Pathway Wealth Management amidst all of 2020 challenges. After over 14 years of experience in the financial field, Paul set out on his own to focus on providing a new level of top quality and personalized attention to his clients. His vision is to educate and guide each individual to the solutions that fit based on their goals, plans and needs. Working with high net worth individuals, businesses and business owners and not-for-profit organizations, Paul specializes in the areas of retirement planning, group 401k, college planning, insurance planning, short-term cash management and longer-term investment management. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Pathway Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Paul Castro established Pathway Wealth Management amidst all of 2020 challenges. After over 14 years of experience in the financial field, Paul set out on his own to focus on providing a new level of top quality and personalized attention to his clients. His vision is to educate and guide each individual to the solutions that fit based on their goals, plans and needs. Working with high net worth individuals, businesses and business owners and not-for-profit organizations, Paul specializes in the areas of retirement planning, group 401k, college planning, insurance planning, short-term cash management and longer-term investment management. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Pathway Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Country

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State

California

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City (Headquarters)

Riverside

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Employees

1-10

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Founded

2020

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Social

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Potential Decision Makers

  • Wealth Management Intern

    Email ****** @****.com
    Phone (***) ****-****

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