Summary
Mike Castillo is a seasoned financial advisor with nearly 15 years guiding clients in Vermont toward realistic, actionable financial plans. He combines strategic financial counseling with a problem-solving mindset, focusing on risk management and efficiency to protect and optimize his clients' resources rather than chasing speculative gains. Beyond finance, his GitHub bio highlights a creative, full-stack developer mindset and a portfolio at mikedc.io, underscoring his ability to design user-friendly financial experiences. He holds Series 6, 63, 66, 7 licenses, a CFP designation, and CLU certification, reflecting a broad, rigorously credentialed advisory practice. A graduate of Stephen F. Austin State University with a marketing background, he serves at Landmark Financial Services, LLC, affiliated with Equity Services, Inc., and is based in Ferrisburgh, Vermont, helping clients turn dreams into achievable plans.
10 years of coding experience