Bright Castle

Alisa Castillo has 15 years of work experience in the Trust and Investment industries.  During this time she earned a Masters of Science in Economics and achieved the designation of Chartered Financial Analysis (CFA). 

 

In her career, she has often been put in charge of detailed oriented areas requiring an extremely high level of accuracy.  She has frequently identified improvements in work flow as well as ways to decrease errors.  She has determined the scope of reports to ensure there is a natural progression of important information and yet are easily understood. 

 

Alisa's personal life has also provided peripheral experience that lend itself to skills needed by Daily Money Managers.  She has tackled a wide variety of personal financial issues presented by family members to make sure her family had the most accurate information, best advice and recommendations available to them. 

 

Often in positions requiring access to proprietary and confidential information, she has a true sense of fiduciary importance necessary when dealing with personal information.  She is a member of both CFA Institute and AADMM professional organizations, as such is required to adhere to their codes of ethics.  She is also involved with ICCA and ASSP.

 

Clearly, she has demonstrated with her vast knowledge, personal experience and character that she is the person you want looking after your financial life.  

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