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.
Morton Wealth
Our process is simple: it is all about you, your family and future. At Morton, we believe that wealth must be managed personally if it is to truly enhance your life. This core value deeply resonates with our clients, many of whom have been with us for decades. It is the central focus of our team and the driver of our advice. It’s why, from our inception, we rejected the traditional model of selling products and charging commissions. We have always believed that commissions create biased advice, rather than leaving us open to choose the investments in your best interest and suited to your personality. It’s why we are innovative in broadening our investment offerings, beyond just stocks and bonds, to redefine what ’diversifying a portfolio to protect your wealth’ truly means. And it’s why you’ll be supported by a team, not just an individual, who will sit side-by-side with you over the life of your portfolio to ensure it is as effective for your family today as it is for generations to come - no matter what the future throws your way. Our partnership is not about us, it is about you; our commitment to you is that your wealth will be managed personally. After all, what is truly most important is that you get the most life out of your wealth.