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Principal, Senior Financial Advisor

Ian Castille, CFP®

Ian is a Senior Financial Advisor at Capital Advantage, a CERTIFIED FINANCIAL PLANNER® (CFP®), and an Investment Advisor Representative. As a member of the investment committee, Ian is deeply involved in developing and maintaining client relationships, designing comprehensive financial plans, and managing investment portfolios.

Drawing from the values instilled during his small-town upbringing, Ian is known for his approachable communication style. He has a unique ability to translate complex financial concepts into clear, actionable strategies, ensuring that clients are not only informed but also empowered to make confident financial decisions.

Ian believes that financial security and independence are not just goals but essential foundations for achieving a greater purpose and fulfillment in life. He sees financial security as the crucial foundation for creating the freedom needed to pursue life’s aspirations. This perspective drives his commitment to providing personalized financial guidance that aligns with each client’s unique aspirations.

Before joining Capital Advantage in 2012, Ian gained valuable experience managing high-net-worth client relationships at Bank of America and Wells Fargo. His extensive background in financial services has honed his ability to cater to individuals preparing for or navigating retirement, particularly those in Alameda and Contra Costa County.

Beyond his professional work, Ian is passionate about giving back to the East Bay Area community through local volunteerism. He lives with his wife and two daughters in Lafayette, CA.