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Robert Castillo, CFP® ADPA®

Investment Advisor Representative

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BIO

Robert Castillo, ADPA®, has been working with Ross Gerber and Danilo Kawasaki, President and Vice President of Gerber Kawasaki Wealth and Investment Management, since 2009. Before joining Gerber Kawasaki, Robert worked as an educator and fundraiser in the non-profit sector for three years. He has been on Gerber Kawasaki's Investment Selection Committee since 2011 and has held the designation of Accredited Domestic Partnership Advisor℠ since 2014.

Robert loves helping his clients face-to-face and takes great pride in servicing them with honesty and integrity. He knows that everyone's economic and life situation is unique and takes that into consideration when designing a plan that aims to provide the best investments for each client. Whether the goal is saving for a home, financing a child's college education, or planning for retirement, Robert takes a holistic approach to one's finances in order to design a financial plan that is customized to their current and long-term needs.

Robert specializes in working with professionals and business owners who work in arts and entertainment, medicine, law, and IT. He is also dedicated to serving his communities by providing services in Spanish to the Latino community and offering unique financial planning strategies to LGBT same-sex couples.

Robert received his BA degree from UCLA with the graduating class of 2008. He lives in Santa Monica and is still heavily involved in the non-profit sector in his free time. He serves as an advisory board member for COLORS LGBT Youth Counseling Center, a local non-profit that provides free therapy to LGBT youth. Robert also volunteers his time providing financial planning tips to the Latino community on Univision news.

CA Insurance Lic:#0G70339

Designation Disclaimers

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.

Candidates for the CERTIFIED FINANCIAL PLANNER™ certification must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Designation training requirements for the CERTIFIED FINANCIAL PLANNER™ certification include completion of a CFP-board registered program, or hold one of the following: Certified Public Accountant (CPA); Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU); Chartered Financial Analyst (CFA); Ph.D. in financial planning, finance, business administration or economics; Doctor of Business Administration; or attorney's license. Following completion of the course requirements, applicants must complete a proctored final certification exam and continuing education of 30 hours every two years.

https://www.finra.org/investors/professional-designations/cfp

ADPA® (Accredited Domestic Partnership Advisor) training and designation addresses the unique financial planning needs specific to domestic partners and unmarried, coupled persons including wealth transfers, federal taxation issues, retirement and relationship concerns, medical and end-of-life needs, and qualitative planning considerations.

The ADPA® program is certificate designation aids individuals working in financial services as financial advisors, accountants, attorneys, wealth planners, bank trust officers, or retirement advisors.

Designation training requirements are provide through an online study program offered by College for Financial Planning - a Kaplan Company. ADPA® course and exam are to be completed within 120 days of receiving program access.

https://www.finra.org/investors/professional-designations/adpa

MEDIA

July 5, 2024

Robert Castillo - Best Cities For LGBT+ Retirement | Gerber Kawasaki

Many consider retirement to be the most important milestone within a financial plan. On this episode of the LGBT+ Angle, GK Financial Advisor Robert Castillo explains important things to consider when preparing for the final stages of life.

June 28, 2024

Robert Castillo - LGBT Financial Challenges | Gerber Kawasaki

This week on the LGBT+ Angle, GK Financial Advisor Robert Castillo helps navigate some of the financial decisions that are unique to same-sex couples. If you are contemplating adoption, marriage, or legacy planning, make sure to weigh the potential pros and cons.

June 21, 2024

Robert Castillo - The Most LGBT+ Friendly Cities in America | Gerber Kawasaki

Many members of the LGBT+ Community are willing to pay more in order to live in a progressive and accepting city. However, why pay more if you don’t need to? On this week’s episode of The LGBT+ Angle, Financial Advisor and Head of GK’s LGBT+ Division, Robert Castillo analyzes the most cost-efficient cities who tax pride in embracing diverse lifestyle.

June 21, 2024

Robert Castillo - Top LGBT+ Cities for Retirement | Gerber Kawasaki

Los Angeles and New York City are getting more expensive each year. But don’t worry, if you’re looking for a new city to live in that’s both affordable and has a significant LGBT+ population, GK Financial Advisor Robert Castillo has you covered!

March 1, 2024

Robert Castillo - Best LGBTQ+ Cities For Retirement | Gerber Kawasaki

When searching for the right city or retirement community, it's important to look for places that both match your financial considerations and resonate with your values as an LGBTQ individual. That’s why GK Financial Advisor Robert Castillo has compiled a list of his Top Seven LGBTQ+ Cities for Retirement.

June 2, 2022

Pride in LA is back!

After two years of celebrating online, Pride in LA is back in full force with a selection of new festivals, parades, and even a couple of comic conventions. Check out this list of local events for getting out to support the LGBT community this Pride season!

June 10, 2022

Study: LGBTQ Gen Zers are ditching the ‘boomer approach’ to money and finance

Many people may not think twice about how their gender identity or sexual orientation affects their finances. But for the roughly 7% of Americans who identify as members of the LGBTQ+ community, identity can create significant barriers to meeting their financial goals. Investment Advisor and Founder of the GK LGBT Group Robert Castillo addresses some of these challenges.

March 11, 2022

Backdoor Roth IRA's

On the latest episode of The LGBT Angle, host Robert Castillo gives a quick overview of the Backdoor Roth IRA and talks about who might benefit from this loophole. Is this something that could help you? Listen to the full episode to learn more and please reach out if you have any questions!

February 11, 2022

Traditional vs. Roth IRA's

On the latest episode of The LGBT Angle, host Robert Castillo goes over some shocking retirement statistics and gives advice to those within the LGBT community. Listen to the full episode to learn more. Please don't hesitate to reach out if you have any questions at Robert@gerberkawasaki.com!

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