Jose Castillo is a partner and founding member of Paramount Financial Partners, and has been in the Financial Services Industry since 1999. His focus is working with retirement and fiduciary services - working with business owners, high net worth individuals, key decision makers of companies, and families. He provides financial analysis using eMoney platform. Jose gains an understanding of what his clients needs are to allow them to have financial freedom in retirement - using various risk management, wealth accumulation, financial protection strategies to help meet their goals. He continues to educate himself to better serve and guide his clients.
Jose graduated from UW-Milwaukee, then ran and operated a successful family Mexican Restaurant for many years, before becoming an Advisor. He fluent in Spanish and is active in the Hispanic community in Milwaukee, Waukesha and the surrounding areas, supporting non-profit organizations in the community. He holds several FINRA registrations and Insurance licenses.
Jose is married to his wife Karina, and has two adult girls. When not dedicating his time to the work he loves each day, he enjoys playing golf as a member at The Legend, an active runner and road biker, attending professional sports activities/ games, and traveling with friends and family.