Capstone Financial Group - AIC
William Castro is a seasoned financial professional currently serving as a Managing Associate at Capstone Financial Group – AIC since May 2023. Prior to this role, William held the same title at Park Avenue Securities and Guardian Life Insurance Company from September 2020 to April 2023, where William was a registered representative offering securities products. William also gained valuable experience as a Financial Professional at Thrivent from August 2019 to October 2020 and as a Financial Services Professional at NYLIFE Securities LLC from April 2015 to August 2018. William earned a Bachelor of Arts degree in Political Science and Government from California State University, Long Beach, between 2013 and 2015.
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Capstone Financial Group - AIC
Capstone Financial is a full-service financial planning firm based in Folsom, CA. We offer insurance and wealth management solutions for individuals and businesses all over the greater Sacramento area and throughout California. Chris Vaccaro, founder and CEO of Capstone, has over 20 years of experience in the industry and is known for his skills in capital preservation as well as building relationships with all of his clients. Capstone has been growing in recent years and has assembled a team of experienced professionals with shared goals for excellent customer service, creative problem-solving and well-designed financial strategies. Our team is focused on our clients' goals and is dedicated to our clients' financial success.