Castellano & Associates

Arnold Castellano is a financial advisor at Castellano & Associates with 13 years of industry experience. He holds the PFS™ designation and has been involved with Arnold Castellano & Associates since 1987. Castellano maintains an active CPA/PFS tax practice alongside his advisory role. Castellano & Associates serves individual investors, including high-net-worth clients, and retirement plan sponsors, managing approximately $160.6 million for about 380 clients. The firm provides discretionary asset management, comprehensive financial planning, and ERISA plan services, integrating tax planning and preparation with its financial advisory work.

Connor Castellano is a CFP® with 10 years of industry experience, currently serving as an Investment Adviser Representative and Chief Compliance Officer at Arnold Castellano & Associates. He has worked at several firms, including Purshe Kaplan Sterling Investments and The Prudential Insurance Company of America. Castellano also operates as a sole proprietor offering insurance services. Castellano & Associates serves individual investors, including high-net-worth clients, and retirement plan sponsors, managing approximately $160.6 million for around 380 clients. The firm provides discretionary asset management, comprehensive financial planning, and ERISA plan services, integrating tax planning and preparation within its financial planning offerings.

Carson Castellano is a CFA® charterholder with experience spanning roles at TPG Global LLC and KPMG. He currently serves at Castellano & Associates in Fort Worth, TX, where he has been since 2026. His background includes both financial services and accounting. Castellano & Associates manages approximately $160.6 million for about 380 clients, including high-net-worth individuals and retirement plan sponsors. The firm provides discretionary asset management, comprehensive financial planning integrated with tax services, and offers flexible advisory roles for retirement plans.