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Frank C

Series 63, Series 65

Rockport, MA

Ameriprise

Frank Castagno Jr. is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Oppenheimer for 10 years and Wells Fargo Clearing for four years. Outside of advisory work, he is a part-owner of a real estate investment property where he serves as a passive manager. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice. The firm’s approach combines proprietary investment research and third-party data within a defined investment universe tied to its affiliated product network.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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