Alexandra Castillo
Fontana,CA
Summary
A passionate and results driven professional with 3 years of experience in a fee-only RIA firm. Proven track record as an initiator of process improvement. Holds Series 65, with the long-term goal of getting the CFP® certification to become a financial advisor.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Paraplanner
Falcon Wealth Planning
Ontario, CA
02.2023 - Current
- Analyzed and prepared over 2,600 financial planning reports using diverse data from investment statements, tax returns, insurance policies, and mortgage statements.
- Seamlessly step into the team lead role during absences, acting as a key point of contact for associates and advisor requests.
- Played a key role in the data migration from Redtail to Salesforce, ensuring a smooth transition for the planning department and firm-wide integration.
- Conducted interviews and provided comprehensive training for new hires.
- Overhauled the core investment philosophy presentation, updating market performance data and aligning it with Falcon's branding
- Member of the Planning Department Committee and Quality Assurance Committee to contribute to the improvement of company processes.
Operations Specialist (Intern)
Falcon Wealth Planning
Ontario, CA
05.2022 - 02.2023
- Took initiative to complete complex, time sensitive onboarding tasks for high-net worth clients, ensuring accuracy.
- Completed rollover calls with clients and contra-firms to process transfers.
- Communicated with financial custodian service teams like Fidelity, Charles Schwab, and Pontera to ensure client needs were being met.
- Supported daily operations by organizing and maintaining files and records.
- Provided assistance with training new employees on department tasks and standards.
- Worked effectively in team environments to make the workplace more productive.
Education
BBA - Finance
California State University, San Bernardino
San Bernardino, CA05-2023
Skills
- Detail-Oriented
- Communication Skills
- Team Leadership
- Problem-Solving Skills
- Bilingual (Spanish)
- Teamwork Skills
Platform Experience
- Salesforce CRM
- eMoney
- Ycharts
- Zoom
- Gmail
- Redtail CRM
- Wealthscape - Fidelity
- Charles Schwab
- Morningstar
- Pontera
- SS Analyzer
- Deft
- Excel
Certification
- Series 65 - Exam Passed Nov 2024
- Associate of the Month Award (Dec 2023)
Interests & Hobbies
- Sporting Events: hockey, basketball, baseball
- Concerts
- Zumba
Timeline
Paraplanner
Falcon Wealth Planning
02.2023 - Current
Operations Specialist (Intern)
Falcon Wealth Planning
05.2022 - 02.2023
BBA - Finance
California State University, San Bernardino
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