Wealth Management

David A. Castro, CFP®

Principal

Senior Financial Advisor

  • Industry Start

    2010

  • Education

    DePaul University, BA

David provides wealth management and comprehensive financial planning advice to clients including corporate executives, doctors, business owners and retirees. Prior to joining Kovitz in 2013, David was a Financial Planner for high net worth clients at The Ayco Company, L.P., a Goldman Sachs Company. He received a Bachelor of Science in Honors Finance from DePaul University in 2010. David is licensed with FINRA under Series 7 and 66. David is a CERTIFIED FINANCIAL PLANNER™ professional. David lives in Chicago, IL with his wife, Renee and dog, Jack. In his spare time, he enjoys cycling and cooking.