Nicholas Castellano, MBA, began his career on Wall Street in 1996 and formerly was with Morgan Stanley and Merrill Lynch.
On 9/11, Nick lost two of his firefighter friends, which compelled him to join the Marines as a sergeant. He served honorably for five years, including two tours in Iraq.
Nick is a retirement planner with experience in investment strategy, market analysis and client-focused financial planning. Nick has an MBA from Pepperdine University, which complements his years of practical work in the industry. His approach blends strategic thinking with a deep understanding of risk management, influenced by his financial planning experience and the leadership skills he developed as a sergeant in the Marines.
Outside of work, Nick is a dedicated father who enjoys reading, visiting parks and museums, and fine dining.
