Craig V. Castanos Cpa
Firm details
- Headquarters
- La Mesa, California
- CRD number
- 136533
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Craig V. Castanos Cpa is a California-based sole proprietorship owned by Craig V. Castanos. The firm combines accounting and insurance brokerage work with financial planning services for clients. It operates under an hourly- and fixed-fee model rather than asset-based billing. The adviser does not identify as an active ESG investor, is not positioned as a capital allocator, and is not described as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Craig Castanos
Chief Compliance OfficerCRD 5020476
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
La Mesa, CA
San Diego
Location
La Mesa, CA
Headquartered in La Mesa, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 4705 Alta Rica Dr
- Time zone
- PT (UTC-8)
- Office locations
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