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Gerald F

Series 63, Series 65, Series 66

Oakland, CA

Contango Wealth Management LLC

Gerald Fegler is a financial advisor at Contango Wealth Management LLC with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Contango in 2025, he worked at Marin Wealth Advisors LLC for nine years and has additional experience with Zions Capital Advisors, Inc. and Allspring Funds Management, LLC. Contango Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to develop investment strategies tailored to clients’ risk tolerance and time horizon.

Private / alternative investments Real estate investing
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Michael C

CFP®, Series 63, Series 66

Oakland, CA

Contango Wealth Management LLC

Michael Castro is a CFP®-certified financial advisor with 27 years of industry experience. He has worked at Contango Wealth Management since 2025 and previously spent seven years at Marin Wealth Advisors LLC and five years with Charles Schwab & Co., Inc. Contango Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management and customized financial planning. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to develop tailored investment plans aligned with clients’ time horizons and risk tolerances.

Private / alternative investments Real estate investing
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