Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Alberto Castro is a financial advisor with Accretive Wealth Management, LLC located in San Ramon, CA. Oscar has been in the financial services industry since February 2003 and has specialized in serving high-net-worth individuals, corporations or other businesses, charitable organizations and pension and profit-sharing plans. Oscar is a Chartered Financial Analyst and holds a current active registration as an Investment Advisor Representative in the state of California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Accretive Wealth Management, LLC (SAN RAMON CA)
Active
Inactive
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