portrait of Anna Li Castro
FINANCIAL ADVISOR

Anna Li Castro

AAMS™, CRPC™
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • LGBTQ+ Finances
  • Wealth Strategies

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Art & Theater
  • Cooking
  • Health & Nutrition
  • Traveling
  • Volunteering

Team Members

  • Bernice Sandoval
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(562) 943-5787

Fax

(877) 703-1191

Office Address

15111 Whittier Blvd Ste 380
Whittier, CA 90603opens in a new window

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