Erick DeCastro delivers a personalized client relationship by first understanding what makes his client and their situation unique. His focus on personal values and priorities allows him to build a financial process that helps address each client’s exclusive needs.
Erick DeCastro has been a financial consultant at Pinnacle Private Wealth since 2011. Erick began his career at a private investment firm, where he functioned in various capacities. He not only worked closely advising his clients, but also managed and trained a team of financial representatives. He has been named a Five Star Wealth Manager since 2014. Erick graduated from Merrimack College School of Business and International Commerce with a Bachelor’s Degree in Finance in 2003.
Erick works with his client’s one on one to create, develop and pursue sound financial plans for their future. What differentiates Erick from other advisors is the high level of service he provides and his commitment to his clients. His passion for the business and knowledge are the reasons why clients often refer him to their family and friends.
Erick resides in the suburbs north of Boston with his wife and two children. Erick is an avid supporter of the Portuguese community, while participating in various charitable endeavors. During his free time, you can usually find Erick with his family, playing sports and enjoying the New England outdoors.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014, 2015, 2016 and 2017 Five Star Wealth Managers. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC