About me? I am the proud son of Francisco and Mercedes Castillo, two courageous Cuban immigrants who sought and found the American Dream. I was born in Boston, MA on April 15th; needless to say, my future as a CPA was predetermined!
My specialty? Restoring the natural balance of daily life by offering continuing education to awaken your mind during the day.... and deliver consulting services so you can sleep better at night.
My approach? Delivering on promises with integrity, thoughtfulness, and joie de vivre!
Author of over 250 continuing professional education courses across various fields of study including personal development, accounting, taxation, regulatory ethics, economics, technology, and finance. Course delivery methods include self-study text, webinars and Nano offerings.
Provide “Personal CFO” services to high net worth individuals, including executives, entrepreneurs, professional athletes, and performing artists. Tailor client specific solutions utilizing comprehensive tax and financial planning strategies.
I have had the true pleasure of meeting so many talented and generous people over the past 30 years. Four of my absolute favorites are my wife Andrea and my three children (Amanda, Dominick, & Mary) who remind me on a daily basis that laughter truly is the best medicine!
Thank you for taking the time to find out more about me. I look forward to hearing from you.