Connor Heimer is a financial advisor at Castle Capital Management in Irvine, CA, with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Castle Capital Management, Heimer worked at Ameritas Advisory Services, Ameritas Investment Company, and Guardian Life Insurance Company. He is also involved as an agent assisting individuals with Medicare-related health insurance products. Castle Capital Management provides portfolio management and financial planning for individuals, trusts, estates, corporations, and retirement plans. The firm uses fundamental analysis and modern portfolio theory to create tailored investment allocations and implements third-party strategies through AssetMark models and Advisors Capital Management selections.

Daniell Alvarez is a financial advisor at Castle Capital Management with a Series 65 credential and one year of industry experience. Prior to joining Castle Capital Management, Alvarez held positions at Guardian Life Insurance and Park Avenue Securities. Castle Capital Management provides portfolio management and financial planning services for individuals, trusts, estates, corporations, and retirement plans, utilizing third-party strategies and a combination of fundamental analysis and modern portfolio theory to create tailored investment allocations.

Jordan Ver Hoeve is a financial advisor with Castle Capital Management in Irvine, CA, holding a Series 65 designation and one year of industry experience. Prior to joining Castle Capital Management, he worked at Ameritas Advisory Services, Equity Services Inc, and National Life Group. Outside of finance, he is also an independent artist. Castle Capital Management provides portfolio management and financial planning services for individuals, trusts, estates, corporations, and retirement plans. The firm uses fundamental analysis and modern portfolio theory to construct tailored allocations and implements third-party strategies for custodial and self-directed brokerage accounts.

William Godines Castro is a financial advisor at Castle Capital Management with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameritas Investment Corporation, Park Avenue Securities, Guardian Life Insurance Company, Thrivent, Symmetry, and New York Life. Outside of his advisory role, he provides consulting services through Castle Consulting and Strategy LLC and manages insurance operations at WJ Insurance Solutions. Castle Capital Management offers portfolio management and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm utilizes third-party strategies and employs fundamental analysis alongside modern portfolio theory to create customized investment allocations, managing accounts on both discretionary and non-discretionary bases.