Christopher Castellano, CFP®, CPA
Managing Director
Christopher Castellano is a Managing Director and the East -
GM Regional Leader at Wealthspire Advisors. Known for his
thoughtful approach and deep technical expertise,
Christopher specializes in guiding ultra-high-net-worth
individuals, executives, and multigenerational families
through the complexities of wealth management.
Since
joining predecessor firm GM Advisory Group in 2012,
Christopher has been driven by a strong sense of family—both
in his personal life and in how he advises clients. He
believes that financial planning is not just about numbers;
it's about securing futures, preserving legacies, and
aligning decisions with deeply held values.
Christopher
collaborates closely with clients to develop sophisticated,
customized financial plans that address every facet of their
wealth—from investment strategy and tax optimization to
estate planning, philanthropic giving, and intergenerational
planning. He is particularly skilled at navigating the
evolving landscape of tax law and financial regulation,
ensuring clients’ plans remain forward-thinking and
resilient.
In addition to serving
clients, Christopher is a valued mentor and resource within
the firm, offering guidance and perspective to colleagues
across the organization.
Previous Experience
- Managing Director at GM Advisory Group
- Director of Wealth Strategies at GM Advisory Group
- Wealth Strategist at GM Advisory Group
Education & Credentials
- CERTIFIED FINANCIAL PLANNER®
- Certified Public Accountant (CPA)
- Life Insurance Agent
- MBA, St. John’s University – The Peter J. Tobin College of Business
- BS, St. John’s University – The Peter J. Tobin College of Business, Finance
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. (CFP BOARD) OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER®, AND CFP® (WITH PLAQUE DESIGN) IN THE UNITED STATES, WHICH IT AUTHORIZES USE OF BY INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
