With more than 33 years of experience in financial planning and investment management, Michael Castro has the accumulated knowledge and perspective to help you with your financial goals. Michael understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Michael will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Michael endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your investment strategy.
Based on what he learns about you and your goals and an analysis of the current financial markets, Michael designs a customized investment strategy based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Michael puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.
Michael began his career in financial services in 1989 and previously spent 22 years with Edward Jones. Today, Michael provides financial and estate planning through the use of equities, fixed income securities, managed money, tax advantage wealth transfer and more through Raymond James.
A native of Alvin, Texas, Michael resides in Richards, Texas. He is a member of Lone Star Cowboy Church and a member of the financial council, missions team leader for the church. Away from the office, Michael also enjoys fishing, hunting, motorcycle riding, traveling, spending time with family and grandchildren and going on mission trips to build churches and schools.