Morton Wealth
Nicolas Castano is a Financial Planning Advisor and Financial Planner at Morton Wealth since October 2023. Prior experience includes serving as an Investments/Financial Analysis Teaching Assistant and Tutor at UCLA Extension, where responsibilities involved creating educational materials for the Personal Financial Planning Certificate Program. Previously, Nicolas completed a Financial Planning Externship at the Financial Planning Association, gaining hands-on experience in client meetings and financial planning scenarios. Prior to this, Nicolas worked as a Real Estate Advisor at MCG Construcciones, providing clients with insights on market conditions and mortgage options, and served as an Entrepreneurship Instructor at El SENA College, developing lesson plans to support student learning. Nicolas holds a Certificate in Personal Financial Planning from UCLA Extension, a Specialization Course in Investment Management from the University of Geneva, and a Bachelor of Science in Engineering Management from Universidad de Los Andes.