A complete list of active advisors currently associated with CASILIO LEITCH INVESTMENTS

Warmer can help you find a great advisor at CASILIO LEITCH INVESTMENTS or one who fits your needs even better.

Casilio Leitch Investments provides discretionary investment management and integrated financial planning to individuals, trusts, and estates. The firm delivers portfolio oversight through client-selected custodial broker‑dealers and furnishes written quarterly reports as part of its service. Portfolio construction combines a top‑down evaluation of the global economic landscape with bottom‑up security analysis and relies on Modern Portfolio Theory to guide diversification; an Investment Policy Statement is used to document objectives and constraints. Accounts are managed under a limited power of attorney on a discretionary basis, with ongoing account reviews and reporting to clients. Distinctive features include a general $1,000,000 account minimum (which the firm may waive), positioning the practice toward larger household portfolios compared with many team firms that primarily serve non‑HNW individuals. The firm integrates planning into asset management without separate planning fees, routinely recommends institutional custodians (such as Fidelity) and uses their platform and research resources, and does not offer proxy‑voting or performance‑based fee arrangements.

To learn more about the advisors currently working at CASILIO LEITCH INVESTMENTS, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Corey Casilio	Walnut Creek, CA	23
William Leitch	Walnut Creek, CA	21

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support