Al Castellanos

President

 

                       Al Castellanos -  CFP®

         Certified Financial PlannerTM

  Master of Sciencie Personal Financial Planning

  Master of Sciencie Financial Analysis

  Master Planner Advanced StudiesSM

 

Included in the list of America’s Top Financial Planners  of 2014 by the Consumer Research Council of America.

 

Areas of Service

  •  Comprehensive Financial Planning
  •  Investment Analysis and Portfolio Design
  •  Retirement and Estate Planning
  • Qalified and Non-Qualified Corporate Retirement Plans
  •  Health and Medicare Advantage Insurance
  • Affordable Care Act ( ACA) - Obamacare 

 

Current Position
 

Alvaro A. Castellanos (“Al”) is a Managing Principal and President of Premier Insurance Contracts.. He provides direction to all financial service divisions of PIC and focuses on strategic growth initiatives. Al oversees the management of all of PIC’s service offerings, including retirement plan services, insurance services, financial planning, and investment services. As a Certified Financial Planner™ practitioner,   Al provides complete wealth management services to high-net-worth clients.

 

Education

Al is a graduate of The University of Pittsburgh with a Bachelor of Science in Industrial Engineering. He then  attended the College for Financial Planning and received his Master of Sciencie in Financial Planning. Additionally, Al became a Certified Financial Planner - CFP®, designation confered by the Certified Financial Planner Board of Standards, Inc. Al also completed his studies and received the Master of Sciencie in Finance with emphasis in Financial Analysis degree.  At this time, Al Castellanos is a Ph.D student for Personal Financial and Retirement Planning at The American College of Financial Services.  He currently holds multi state and various types of insurance licenses.

 

Experience
 

Al has practiced in the financial industry for more than 25 years, and has extensive experience working with high-net-worth individuals and families. He is dedicated to unparalleled support to his clients and maintains an unprecedented level of commitment to develop innovative and effective programs to help them reach their financial and life goals. Al has in-depth knowledge of retirement plans and experience with the many facets of qualified and non-qualified plans that enables him to bring customized solutions to small businesses and individual clients. Personal reasons inspired him to establish PIC’s health insurance division—five years ago, with a concentration on the elderly people. Al has directly or in a supervisory duty, helped more than 15,000 individuals select a Medicare health plan option best suited to their needs and wants.





Mission
 

As the generation of the “Baby Boomers” begin to enter the subsequent era, Al states: “It will be our utmost duty to guide our clients in helping them make the right financial decisions for their future. We will accomplish this through education, communication, and service which exceed our client’s expectations.”

 Awards and Memberships

  • 2005, Presidents Club – TXHS
  • 2006, Presidents Club – TXHS
  • 2007, Farmers Award
  • List of America's Top Financial Planners by the Consumer Research Council of America for 2014.  
     


 

 

 

 

 

 

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2017 English BPM ACG

 

 

 

 

Phone (832) 850-6873
Fax (832) 201-7768
Mobile Phone (281) 642-4082