Christopher Castellano, CFP®, CPA

Managing Director

As a managing director based in our Melville, NY office, Christopher leads the analysis and development of financial planning strategies to help his team’s clients achieve their long-term financial and personal goals. Since joining predecessor firm GM Advisory Group in 2012, his dedication to family has informed his work in helping clients and their children plan for their future through informed financial decision-making.

Christopher works with clients to understand their goals and objectives to develop a financial plan that addresses many components of financial planning – evaluation of their current financial situation, risk management, tax planning, investment planning, retirement planning, and estate planning.

Highly motivated to help individuals and their families, he is continuously assessing financial planning strategies and navigating tax law changes to proactively update clients and tailor their financial plans appropriately. In the office, he is known for offering sound advice and support to his colleagues.

Christopher lives in Bayside, NY with his family. He enjoys playing hockey and spending his weekends at the marina.

Previous Experience

  • Managing Director at GM Advisory Group
  • Director of Wealth Strategies at GM Advisory Group
  • Wealth Strategist at GM Advisory Group

Education & Credentials

  • Certified Financial Planner® (CFP®)
  • Certified Public Accountant (CPA)
  • Life Insurance Agent
  • MBA, St. John’s University – The Peter J. Tobin College of Business
  • BS, St. John’s University – The Peter J. Tobin College of Business, Finance

 

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.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.