Castelli Financial

Based in Los Gatos, Castelli Financial provides personal financial planning and investment advisory services for families and individuals across Santa Clara County. We help clients make sense of the pieces of their financial lives, from employer retirement plans and company stock to mutual funds and the tax consequences of equity compensation.

Our approach starts with a thorough review of your current portfolio, followed by a clear plan that balances growth with safety and is built around your goals. We take the time to explain each step and each investment so you understand what you own and why, and we work as a true partner alongside you as your plans evolve.

Our clients include long-standing relationships with families who value steady guidance, and we are fiduciaries committed to acting in your best interest. We are happy to help with stock option planning, retirement income strategy, and estate and inheritance planning for clients throughout the South Bay.

Visit our website to get in touch and schedule a conversation about your financial goals.