Donna T. Castillo

PARAPLANNER

EDUCATION

  • B.S., Patten University, Organizational Behavior and Management
  • College for Financial Planning, Professional Education Program

HIGHLIGHTS

  • Financial Paraplanner Qualified Professional™ (FPQP®) designation
  • Chartered Retirement Planning Counselor™ (CRPC™) designation

Donna is a paraplanner in our personal wealth management where she works with advisors to develop financial plans and supporting materials.  Donna also has the central role in client service and account administration for our personal wealth clients.  She provides a seamless and efficient client experience and works in collaboration with advisors, outside custodians and our operations team to exceed expectations for our clients. Donna is one of the longest tenured employees of The Advisory Group, employed from its inception.

I really enjoy the relationships that develop from working with our clients, getting to know them and their families, and helping them achieve their goals.

I take pride being born and raised in the Bay Area.  I feel the Bay Area offers such diversity, culture experiences, and many wonderful places to explore within a short distance.

 I was a youth girls basketball coach for four years. I have also volunteered at our local food bank, our local park on clean-up days, and at a local thrift store associated with a non-profit organization that helps women and children by providing refuge from domestic violence.

My mother has had the most positive influence on my life.  I watched my mother overcome language barriers and work hard to fit in to the cultural norms. She was a strong and resilient woman.  She taught me to never expect anything in life without putting in hard work.