Christopher Castellano, CFP®, CPA
Responsive, Agile, Impartial
As Director of the Wealth Strategies Team, Christopher leads the analysis and development of financial planning strategies to help GM Advisory Group’s clients achieve their long-term financial and personal goals. Since joining GMAG 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 evaluate their goals and objectives to develop a financial plan that addresses each key component of our six-step financial planning process: 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 evaluating financial planning strategies and navigating tax law changes to proactively update our 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, New York with his family. He enjoys playing hockey and spending his weekends at the marina.