Oscar Castellanos brings more than 30 years of experience in the financial services industry, working closely with domestic and international clients to deliver comprehensive, customized wealth management. He specializes in helping individuals, families and businesses structure, grow and preserve their assets in alignment with their long-term financial goals.
Oscar takes a holistic and disciplined approach to wealth management, recognizing that each client’s goals, circumstances and priorities are unique. His practice is intentionally high touch, built on close relationships, responsiveness and a strong commitment to client service. Through a comprehensive understanding of each client’s financial picture, Oscar develops strategies designed to support long-term objectives while remaining adaptable as life evolves. He works proactively with clients, conducting regular reviews and making thoughtful adjustments to help keep plans aligned amid changing markets or unforeseen challenges.
Throughout his career, Oscar has advised clients through multiple market cycles, drawing on decades of experience to help them navigate changing economic and market conditions with clarity and confidence.
Originally from Miami, Oscar earned a degree in business from Columbia Southern University. He also completed the Paraplanning Development Program at The American College and earned the Investment Management Consultant Certificate from the Raymond James Institute of Investment Management Consulting. Oscar holds the Accredited Asset Management Specialist (AAMS®) and Wealth Management Specialist (WMS®) designations and is registered with Series 7, 31, 63 and 65 securities licenses. He also holds licenses in life, health and annuities. Bilingual and culturally fluent, Oscar speaks both English and Spanish, allowing him to effectively serve a diverse client base.
Outside of his professional work, Oscar is a devoted family man who values time with his wife and children – an important perspective that reinforces his appreciation for long-term planning, stability and the role financial decisions play across generations.
Accredited Asset Management Specialist™, AAMS® and the AAMS® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.