Craig V. Castanos Cpa

Overview

Craig V. Castanos Cpa is a sole proprietorship owned and operated by Craig V. Castanos that combines accounting and insurance brokerage activities with basic financial planning services. The firm bills clients using hourly and fixed-fee arrangements rather than asset-based fees, and it is organized as an individual-owned practice rather than a multi-adviser or multi-state enterprise. The firm’s regulatory classification is listed as unclassified in the snapshot, and the record does not provide a year of SEC registration. The practice does not identify itself as a capital allocator and is not described as offering pension consulting or operating as a related adviser. The firm is not marked as an active ESG investor.

Investments & Alternatives

Location & Offices