Castellan Financial Advisors

We offer "Fee-Only" Financial Advice and Investment Management to people from all walks of life.

 

So, whether you are just starting out, in the midst of building for a brighter future, or seeking to preserve and enjoy the wealth you've already accumulated, Castellan Financial Advisors stands ready to serve you.

 

We do not require account balance or personal income minimums.

 

Please check out our website for more details, and contact us to schedule your complimentary "Get Acquainted Meeting".

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

919 Reserve Dr Ste 105 Roseville, CA 95678-1396 Phone: (916) 316-5372 Fax: (800) 886-6517

Primary Office

919 Reserve Dr Ste 105 Roseville, CA 95678-1396 Phone: (916) 316-5372 Fax: (800) 886-6517

Other Offices

3478 Buskirk Avenue, Suite 1000 Pleasant Hill, CA 94523 Phone: (925) 876-0456