Robert Castanares, EA, CPFA
Our firm’s founder and advisor, Rob Castanares, understands. He specializes in helping professionals with total assets of over $500,000 build financial strategies designed to support their financial goals, pursue their careers and address these family challenges, all at the same time.
Rob became a financial advisor in 2002 with the plan of doing the job until he got into a good law school. His mom retired at the end of that year, got sick a month later and died six months after that. She came to the United States in 1970, was a nurse for 30+ years, and saved every penny so she could pay for her three kids to go to college. Along the way, she sacrificed and delayed what she wanted until retirement, when she could spend her pension and other savings on herself.
During her memorial services, all Rob could think of was that she never had a chance to enjoy all that she had worked so hard to build. Those thoughts were the start of a career that feels more like a personal mission every year. He finds deep satisfaction working with professionals to establish a financial balance that doesn’t put their needs last.
Rob has also been through a divorce and has been a co-parent for 12 years. He knows how to help people through life’s complexities because he’s navigated them himself.