My purpose is to have conversations with people about their personal finances.
Savings, investing, and protection are rarely topics of family discussions and are conspicuously absent from most educational curriculums.
When was the last time someone talked to you? When was the last time you felt heard?
I fill this gap.
I provide a safe forum for you to ask ANY question – without judgment – so you can make informed and grounded choices as it relates to protecting, accumulating, and enjoying your assets and income.
Together we can find your financial balance and implement a plan for your future. We will collaborate to develop a customized financial strategy to achieve your goals to enjoy the life you desire, for today, and for generations to come.
Prior to WestPac Wealth Partners, I led teams in the Navy, Booz Allen Hamilton, GE, and Honeywell. I am a graduate of the United States Naval Academy and have an MBA from the University of Virginia. I live in Charlotte NC with my wife Erin, and our two daughters Millie and Margot.
If you have questions about your financial plan, or if you are looking for a new point of view, reach me at Chris.Castleman@WestPacWealth.com or 513-882-7282.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WESTPAC WEALTH PARTNERS LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #429839| 2023-164940 Exp. 11/25