Ian is a Senior Financial Advisor at Capital Advantage, as well as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Investment Advisor Representative. Ian is part of the investment committee, and is responsible for developing and maintaining client relationships, designing financial plans, and managing investment portfolios.
As an advisor, Ian believes his job is to bring peace of mind by providing financial clarity for his clients. He works to clearly illustrate a current path and what options are available for each person he meets with. Ian primarily works with people who are preparing for retirement, or who have recently retired and live in Alameda or Contra Costa County.
Previously, Ian worked at Bank of America and at Wells Fargo where he was responsible for managing high net worth client relationships. He joined Capital Advantage in 2012.
In addition to his work at Capital Advantage, Ian is dedicated to the East Bay Area community and local volunteerism.
Ian lives with his wife and two daughters in Walnut Creek, CA. In his time outside of work, Ian enjoys live music, barbecuing, and rooting for the San Francisco 49ers.
BA in Business Administration, Walla Walla University, WA
Board of Directors, Alameda County Community Food Bank
Graduate, Leadership Contra Costa 2014
Schwab Executive Leadership Program
Expertise From Our Team
Articles by Capital Advantage's Ian Castille
Social Security Announces Big Raise for Beneficiaries in 2022—Is the System Headed for Insolvency?
In October of this year, it was announced that Social Security benefit payments would see a 5.9% increase in 2022, after a year of higher-than-expected inflation. This is the largest […]Keep Reading Social Security Announces Big Raise for Beneficiaries in 2022—Is the System Headed for Insolvency?
How to Avoid Paying Capital Gains Tax (Legally)
First, let’s review short-term vs long-term capital gains, then I’ll discuss how to sell appreciated assets without paying federal income tax. Please note that Capital Advantage is neither an attorney […]Keep Reading How to Avoid Paying Capital Gains Tax (Legally)