portrait of David B Castillo
FINANCIAL ADVISOR

David B Castillo

CFP®, AAMS™
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Insurance & Annuities

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Football
  • Golfing
  • Reading

Team Members

  • Brianne Roberts
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:30AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(425) 487-0206

Fax

(888) 473-1137

Office Address

989 112th Ave NE Suite 101
Bellevue, WA 98004opens in a new window

Mailing address

Po Box 1522
Bellevue, WA 98009

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