Christopher Castellano, CFP®, CPA
Christopher Castellano is a Managing Director and the East - GM Regional Leader at Wealthspire. Known for his thoughtful approach and deep technical expertise, Christopher specializes in guiding ultra-high-net-worth individuals, executives, and multigenerational families through the complexities of wealth management. Since joining a predecessor firm in 2012, Christopher has been driven by a strong sense of family—both in his personal life and in how he advises clients. He believes that financial planning is not just about numbers; it's about securing futures, preserving legacies, and aligning decisions with deeply held values. Christopher collaborates closely with clients to develop sophisticated, customized financial plans that address every facet of their wealth—from investment strategy and tax optimization to estate planning, philanthropic giving, and intergenerational planning.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
