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Lisa Castillo

Director of Client Care

As someone who loves working with people and solving problems, I feel right at home helping our clients navigate the important aspects of their financial journey. My primary focus is to ensure you receive the highest level of support throughout our partnership. I am here to listen, understand your needs, and ensure we deliver the guidance you need to manage your financial goals effectively.

Outside of work, I’m a proud wife and mom to two wonderful kids. Our family loves spending time outdoors—fishing is one of our favorite activities—and when we’re home, you can usually find us around the table playing board games. I believe the best moments in life are shared with the people you love, and I bring that philosophy into my work every day.

I’m excited to collaborate with the team to help you feel supported, cared for, and empowered. At wHealth Advisors, it’s not just about the numbers—it’s about creating a better future for you and your loved ones. I look forward to being part of that journey with you!

If there is anything I can help with please reach out