Castelli Financial

Cultivating your finances so you can live your best life

Financial planner in Los Gatos, CA (show on map)

5.0

★★★★★

10 reviews

Castelli Financial & Insurance Services in Los Gatos, CA provides thoughtful financial guidance for clients and families of substantial wealth, specializing in investment management and retirement solutions.

Call (408) 838-4544

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About

Castelli Financial & Insurance Services, led by founder Juliette Castelli, is a financial services firm affiliated with New York Life Insurance Company and Eagle Strategies LLC, a Registered Investment Adviser. Located in Los Gatos, California, the firm serves clients nationwide with offices in CA, IA, LA, NV, and OR.

Their approach is described as personal yet sophisticated, like an Italian family dinner, taking time to review each part of clients' financial landscapes and educate them about available options. The firm specializes in serving pre-retirees, retirees, tech professionals, and business owners, offering personal solutions, business solutions, and insurance and annuities. They use the proprietary Macro Asset Perspective (MAP) process combining risk management with long-term tax-reduction strategies.

Affiliated with New York Life Insurance Company and Eagle Strategies LLC

Italian family-style approach to financial guidance

Proprietary Macro Asset Perspective (MAP) process combining risk management with tax-reduction

Million Dollar Round Table (MDRT) member

Serving clients in multiple states (CA, IA, LA, NV, OR for advisory; multiple states for insurance)

Personal, sophisticated approach taking time to educate clients

Services

Personal Solutions

Comprehensive personal financial solutions including investment management and retirement planning tailored to individual needs.

Investment Management Retirement Planning Insurance & Annuities

Investment Management

Customized investment solutions through Eagle Strategies LLC, including Fund Advisory Program, Separately Managed Accounts, and Rep Directed Program.

Fund Advisory Program Separately Managed Accounts (SMAs) Rep Directed Program Comprehensive Investment Advisory Financial Planning Analysis

Retirement Solutions

Retirement income and accumulation planning using the Macro Asset Perspective process for balanced risk management and tax-reduction strategies.

MAP (Macro Asset Perspective) Process Risk Management Long-term Tax-reduction Strategies Retirement Income Planning

Business Solutions

Financial planning and advisory services tailored for business owners.

Insurance & Annuities

Insurance products and annuity solutions through New York Life Insurance Company and its affiliates.

Credentials & Certifications

Financial Adviser with Eagle Strategies LLC (Registered Investment Adviser)

Registered Representative, NYLIFE Securities LLC, Member FINRA/SIPC

Insurance Agent License, CA Insurance License #0J15763

Million Dollar Round Table (MDRT) Member

Reviews

Rating

★★★★★

Reviews

"Juliette is a pleasure to work with."

Frequently Asked Questions

What is Castelli Financial & Insurance Services? +

Castelli Financial & Insurance Services is a financial services firm in Los Gatos, California, affiliated with New York Life Insurance Company and Eagle Strategies LLC. The firm provides personal solutions, investment management, retirement solutions, business solutions, and insurance and annuities to help clients and families of substantial wealth navigate their financial lives.

Who does Castelli Financial serve? +

The firm serves pre-retirees and retirees, tech professionals, business owners, and generally anyone who wants the best for their families and communities. They help honest, hardworking people at all ages and stages of life.

What is the Macro Asset Perspective (MAP) process? +

The Macro Asset Perspective (MAP) is a proprietary process certified for use by Castelli Financial professionals. It combines time-tested principles of risk management with sensible strategies for long-term tax-reduction to help increase net spendable income in retirement.

What investment advisory programs are available? +

The firm offers three investment advisory programs through Eagle Strategies LLC: the Fund Advisory Program (using third-party managers with personalized service), Separately Managed Accounts (SMAs for customized portfolios), and the Rep Directed Program (client-approved portfolio construction).

Where is Castelli Financial located? +

The firm is located at 236 N. Santa Cruz Ave. #240, Los Gatos, CA 95030. The phone number is 408.838.4544 and email is [email protected].

What states does Castelli Financial serve? +

Juliette Castelli offers advisory services in CA, IA, LA, NV, and OR, and is licensed to sell insurance in AZ, CA, IA, ID, KY, MD, NJ, NV, OK, OR, and TX.

What is the firm's approach to financial planning? +

The firm takes a personal yet sophisticated approach, like an Italian family dinner. They take time to review each part of clients' financial landscapes, educate them about available options, and encourage questions, so clients can make informed decisions with confidence.

What is Juliette Castelli's background? +

Juliette Castelli is the founder of Castelli Financial & Insurance Services and an Italian-American with roots in Rome. She is a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser subsidiary of New York Life, and a member of the Million Dollar Round Table (MDRT).