Back to People

Andrew Castro
Financial Planning Associate
Andrew Castro
Andrew Castro
Andrew Castro
Andrew Castro
Andrew Castro
Andrew Castro
Palm Desert
Toll Free
866.888.6563 x229

What are 3 words people use to describe you?
Smart. Determined. Dapper.

What are you most grateful for? 
My family, girlfriend, friends and the close relationships we have developed.

What gets you excited about life?
Knowing that there is still so much for me to see, learn, and accomplish.

What is the best advice you have ever been given?
The best advice I have been given is that nothing in life will just come to me. If I want something I have to go out there and get it.

How do you define success? 
Success is being able to reflect on past successes and failures then adapting to meet and surpass your goals.

What is your proudest achievement? 
At this point in my life it is graduating college. Life has thrown some curve balls my way, and I am proud to say that I the first person in my family to graduate college.

What life lesson did you learn the hard way?
Perseverance. I abruptly lost my father in my early twenties. The day after his passing I made the decision to put school on hold to stay home and help run our family business. I will never be able to fill his shoes, but I am proud of the fact that I was able to make some difficult personal and business decisions to help carry on his legacy.

What does Your Life Integrated mean to you?
‘Your Life Integrated’ is having one place to go to for intelligent, in-depth, and individual ideas. Whether that be in your financial, personal, or business life being integrated allows you to sleep better knowing you have some of the best and brightest working with you to meet your goals.

Andrew Castro joined Integrated Wealth Management in April 2016.  He is a Financial Planning Associate with The Retirement Plan Services Group. In his role, Andrew participates in the servicing of existing 401k plans and participants, as well as develops new client relationships.  Andrew’s focus is to ensure clients are receiving personalized service, ongoing education, and serves an integral role in helping clients meet their financial goals.

Andrew received his Bachelor of Business Administration with a major in finance from the University of San Diego. Andrew began his financial services career as an intern in 2011 with UBS Financial Services. He joined UBS full time in 2013 where he held the roles of Reporting and Strategy Analyst and later as a Trade and Processing Specialist. As a Coachella Valley native he grew up around farming and was Vice President of Cal Sungold, Inc., a farming and production company that specializes in bulk distribution of Medjool and Deglet Noor dates. Andrew enjoys golf, soccer, cycling and spending time with his family.

April 13, 2017
YLI February 2017 Client Discussion
March 16, 2017
Do you worry about Identity Theft?
February 08, 2017
The Year of the Minimalist
December 07, 2016
Is it time to RESET?
September 12, 2016
What is “Safe Harbor?”
September 02, 2016
Do You Know The Difference Between A Stock And A Bond?
September 02, 2016
Do You Know The Difference Between A Roth 401(K) And A Roth IRA?
June 24, 2016
What You Should be Thinking Right Now