Charlie Castro, CFP®, RICP®

Charlie Castro, CFP®, RICP®

Wealth Manager

BUSINESS PHILOSOPHY

Serving clients first, last, and always. Charlie’s focus has always been providing exceptional service and individualized guidance to support his clients—especially in uncertain times. As someone who values building life-long relationships, Charlie is excited to partner with Chisholm Trail Financial Group, a financial firm that puts the needs of people at the center of service delivery. Prior to joining Chisholm Trail Financial Group, Charlie worked as a Wealth Manager with USAA, a Fortune 100 company. During Charlie’s nearly 10 years with USAA, he provided comprehensive wealth management services to USAA executives, senior military officers, and high-net-worth families nationwide. His proudest accomplishment is the impact he has had on his client’s lives. Charlie is a proud Texan and native Austinite.

 

PRODUCTS AND SERVICES
 

•  Long-Term Care Insurance
•  IRA Consolidation/Rollovers
•  SEP IRA/ ROTH IRA/ Traditional IRA’s
•  Mutual funds, including Socially Responsible Funds
•  Mortgage Protection (through life insurance and disability income insurance)
•  Risk assessment and protection
•  Education Strategies
•  Estate Conservation Strategies
•  Wealth Management Strategies   
•  Fixed and Variable Annuities
•  Disability Income Insurance
•  Lump Sum Pension Distribution
•  Pension Payout Alternatives
•  Tax Sheltered Annuities
•  Term Insurance
•  Universal Life
•  Variable Universal Life Insurance
•  Whole Life Insurance

 

QUALIFICATIONS

•  CERTIFIED FINANCIAL PLANNER® PRACTITIONER
•  RICP (Retirement Income Certified Professional)
•  Registered Representative of Lincoln Financial Securities

 

PERSONAL

•  B.B.A in Finance from Texas State University
•  Financial Planning Certificate from University of Texas
•  Hobbies: spending time with his family, cooking, traveling, and places great value on community service.

Phone 512-671-7526 ext. 119
Fax 512-671-7527