After 25 years of being with the wrong people investing my IRA (huge egos, poor investment advice) I found Juliette on Yelp and never looked back. Unlike the two people I was with previously she doesn't charge a quarterly fee. I never felt that my portfolio was being overlooked. She keeps me updated on the state of affairs and discusses all proposed changes with me. I'm retired now, and my investments are doing very well. I have total confidence in Juliette. If you're unhappy with your investment people or know someone that is, contact Juliette. read more

My husband and I are so grateful to have found Juliette through Yelp for our financial and insurance needs. We've researched many financial groups and read reviews and Juliette's stood out to us the most. Our first meeting was over Zoom during the pandemic and we knew right away that we wanted to work with her. She's a very friendly, personable and trustworthy individual who we feel comfortable discussing our finances with. She's financially savvy and is creative in finding solutions that fit your goals. We also like that Juliette keeps us updated each quarter and we can contact her anytime! We genuinely recommend her to everyone looking to first start financial planning and even to plan their retirement. Juliette is wonderful to work with and we are so fortunate to have her as part of our growing family. Thanks so much, Juliette! You're the best! read more

i'm so happy and confident that I found Juliette and her team of experts to help me transition financially from my previous employer. She is incredibly kind and compassionate and takes her work very seriously and diligently. I look forward to working with Juliette for many years to come and I highly recommend her for any financial and investment needs. read more

As a young person in tech, I needed help managing my retirement accounts and understanding tax treatment of my stock options. Juliette's approach is very kind and patient she takes the time to explain things to me in a way that is very easy to understand, and she has a very calm approach to financial planning and investing. I look forward to working with her for many years, i feel like part of her family now and well taken care of. highly recommend read more

Juliette has been great, she is very professional, does a great job explaining the process, and makes sure you fully understand what you're investing in. She is also very personable and really makes you feel like family. Juliette has gained our trust and has my wife and I on track to meet our financial goals. My wife and I look forward to working with Juliette for years to come. read more

If you want a financial planner that takes the time to know you and listens to your needs, look no further Juliette Castelli is your gal! Juliette helped me roll over a 401k, that I had for 15 years with a company I was no longer working for. I had no access to the account, couldn't manage it and had already attempted to roll it over once and failed. I provided Juliette the statement and she reached out to the company. She did all the hard work, figuring out what needed to be done. Really, that says it all. I did not have the time to figure out the in's and out's of the 401k company, it took a professional to do it. She made it so easy! Now, she is managing this roll-over IRA for me and it's being managed by someone who knows me and what I need for the future. We are so excited to have found Juliette and look forward to our continued partnership. read more

Juliette and her team of experts are incredible to work with. From my first impression, I felt heard, validated and excited about getting my financial plan put together. As a young person starting my own business, I needed the financial tools and guidance and resources to help me get on track to succeed financially. I didn't have to sacrifice my current lifestyle to achieve my financial goals--although it did take some fine tuning but Juliette is so knowledgeable and aligned with helping me. She really takes the time to understand your financial goals, she is clear in her communication both written and oral and I always feel confident in the financial strategies and planning routes she recommends to me. She works with a fiduciary, a CFA and an estate planning attorney. read more

When it comes to financial planning, I had been using a well known financial firm for years but was pretty unsatisfied with the return on my investments, which made me constantly ask why I was staying with them. This along with the need for someone to help me manage my company stock options made me realize I needed to find someone who I could trust to manage my portfolio. I found Juliette literally out of the blue on Yelp and while maybe that was not the best way to find a financial advisor, it was seriously one of the best finds I've ever made. First, when it comes to financial advice you need someone who you trust to keep your best interests in mind. From the first time I met Juliette it was clear she was someone I can 100% trust. She takes her time to really dive into what assets you have and how aggressive you want to invest. Second, Juliette is highly detail oriented. She thinks of everything and explains everything so you understand exactly what you are committing to. She helped me plan and map out a strategy to keep me financially comfortable through my future retirement. Finally, the thing that really sets Juliette above and beyond any other financial advisor is her commitment to personal service. I never feel like I'm just another client. She gets to know you as a person and really understand how you want your finances to apply to your quality of life. She will always do what's best for you and have your financial interests in mind. Juliette is a great person who loves what she does and really knows the financial world. I've got complete confidence in her and the advice she gives me. Best of all she has become a good friend and I'm really grateful I found someone I can really trust. read more

Juliette gave my husband And I and honest and thorough overview of her services and answered our extensive list of questions without hesitation. She gave us multiple references for other services that we needed and has helped us to make solid improvements in several areas of our financial portfolio. She takes such good care of her clients and is a true professional. What a gem. read more

Juliette is great to work with. You can tell she really wants to help you build for your future and listens to your goals to build a custom fit product that best suits your needs. Juliette is a friendly caring person who you can trust to help you meet your financial goals. read more

I have personally know Juliette for several years. I have referred friends and family to her for financial planning with outstanding results. She and her firm are a first class act, with high integrity and a fantastic staff. I highly recommend Castelli Financial. read more

I've known Juliette for over a couple years now and she has been nothing short of spectacular as a friend and a financial adviser. She is a great listener who will empathize with your unique objectives and go above and beyond to assist you in achieving those goals. I'm an accounting professional and consider myself relatively well-versed in the subject of finance. Nonetheless, her competence in the subject continues to surprise me and never have I walked away from a conversation of ours that made me doubt her capacity to serve me fully in the area of wealth management. In the Bay Area, there are an abundant source of individuals who can also assist me with wealth planning. Anybody who has done a quick search on Google or Yelp can attest to this. However, I see no reason to stray away from Juliette for one reason: she is invested in my success. Notice how I use such a broad term, 'success' - Jules genuinely wants to see you prosper in all pertinent facets of your life. She will stay close to you after the sale, she will remember you during the holidays, she will emphasize with you during the lulls and she will celebrate with you during the highs. They say acquaintances can either be an asset or a liability - through the sheer stroke of serendipity, Jules became one of my most valuable assets. read more

Juliette Castelli of Castelli Financial is bright, charming and resourceful. She's made me feel so much more secure about my financial portfolio and future. I appreciate the personal attention that she shows me and I just trust her. She's an amazing businesswoman. Stan Garber Principal read more

I've been a client of Juliette for over two years now, and it has been a great experience. Her advice for financial planning is very thorough and she's very patient when educating someone as inexperienced as I am. Looking forward to working with her for many years to come. read more

Juliette is an amazing financial planner! Professional, trustworthy, smart, efficient and thorough. She knows her craft in and out. I completely trust her with my financial future and I'm so grateful that I found her! She is transparent, honest and dedicated to helping others secure their financial future. I have never felt so relaxed about my finances. I know she has my back and will advise me correctly to continue that secure feeling she has given me. Her customer service is impeccable and she will explain exactly what and where your money is going. She makes you feel comfortable when you don't understand something about your portfolio and patiently and kindly covers the material until you do understand. Castelli financial is a one stop shop for all your investment needs. Thank you, Juliette, for changing my life! read more

The idea of financial planning in order to grow wealth was slightly intimidating, until I consulted with Juliette. She listened to my objectives and explained the entire process, so that I had a clear understanding of my next steps. After conducting a comprehensive evaluation my current situation and implemented a financial action plan that was best for me. If you're looking for a knowledge and communicative advisor, you need Juliette Castelli in your corner! read more

I am extremely pleased with Juliette's expertise and knowledge. I am a Business owner and I needed to find someone trustworthy and honest, and Juliette exceeded my expectations. I am new to all of this and needed a thorough breakdown of everything that was needed to help my Business succeed. She took her time to explain everything from finance, investments to tax -advantages and retirement plans. I now have peace of mind knowing I have a honest and knowledgeable advisor by my side. Thank you so much, Juliette! read more

Juliette of Castelli Financial Services is an amazing resource for business and benefit information. When I sat down with her, I expected a sales pitch but instead she spent a considerable amount of time explaining the nuances of business entities and how to maximize revenue using tax reduction strategies. This approach of edu-selling is ingenious because once you understand the relationship between your business structure and the available options, you can make an informed decision about how you want to move forward. I recommend Castelli Financial & Insurance Services without hesitation! read more

I trust Juliette completely. She has a perfect blend of knowledge, compassion, and passion. She had pursued multiple avenues in growing her expertise; she is compassionate with clients and meeting their needs; she is passionate about helping her clients be financially secure and in assisting them with asset protection and growth. I trust her not only with my own needs, but with those of my family and clients as well. read more

I met Juliette from a morning group I am a part of. She is super friendly and you can tell from the first conversation you have with her that she truly cares about the well being of all her clients. Unlike other financial advisers I have had experience with, she gets to know you and your current life plans and helps you navigate the complex options available for saving for the future. She doesn't recommend something if it's not the right fit and you can tell that she really knows her stuff. Im very happy to have found a professional I can trust to advise me. If you are looking for that personal connection to an advisor you can trust, I highly recommend taking the time to sit down with Juliette and learn how she can help you. read more

I met Juliette when I was 22 and she has been so much help in planning my retirement and planning my future. She made me realize that it is never too early to prepare for the future and the sooner you start hopefully the sooner you can retire. She goes above and beyond with answering all of my questions and constantly gives me investment advice when I ask her for help. There's no other person I'd rather turn to than Juliette. read more

Juliette is definitely trustworthy smart and brilliant . She has explained every aspect for my husband and mine retirement . She was extremely thorough and anything we needed she broke it down in detail with so much patience . I highly recommend Castelli Financial for any of your future financial planning needs as she does cover all avenues . We are extremely happy we walked in and now are set up with no doubts . Thank you again Juliette for all that you do ! read more

I cannot say enough great things about Juliette! I am a small business owner and was in dire need of a financial advisor to help me with the future success of my business. Our first meeting was great! Juliette was honest, knowledgeable, and a true professional. If you are looking for someone who puts you and your needs first, she is definitely the person you are looking for. She is 100% invested in helping her clients succeed and very passionate about what she does. Not only that, she made me feel very comfortable and was very patient with me and all the questions I had. I would recommend her again and again and am so happy I found her! Thank you Juliette! read more

If you want a financial planner who works as hard as you do, go to Castelli Financial. When I first met with Juliette, I grilled her for more than an hour on a multitude of different kinds of financial products. She politely and thoroughly explained to me what was tax deferred, what got taxed up front, and what was most beneficial and why at various stages of life. She even told me about investment options that she does not personally handle. To me that is the mark of a true professional--one who cares more about her clients' interests than her own personal gain. Juliette really takes the time to listen to the complexities of your assets, your liabilities and your unique situation to create a tailor-made financial plan for you. read more

Juliette is so knowledgeable and professional! She helped me plan for my future in ways I did not know were possible. She is really easy to talk to and put my mind at ease. I will refer her to all of my friends, family and colleagues. read more

I've been working with Juliette for the last two years and couldn't be happier. In the past, I've always had employer managed retirement programs, so it was all a new experience for me. Juliette worked with me to help me figure out my long-term goals and educate me about what I need to do to achieve them. She's been very helpful in answering all of my questions and getting me into the investment plans that are right for me. I feel in control of my future but know I have an intelligent, competent advisor guiding me along the way. read more

Juliette is a great financial planner, listens to you carefully. A lot of other financial planners just tells us what to do, and you know what.... I hate that... not Juliette. She has become part of our family for years to come. You need help, she's there. What more can I say!!! read more

Juliette Castelli has been very helpful to my wife and I in changing years of ignoring financial planning to a strategy that makes sense for our changing conditions. Juliette is very bright and hard working. She explains things clearly and doesn't make up an answer if she doesn't know. She works extra hard to find the answer and make sure you understand it as well. read more

Juliette is a rare find. Yes, she is highly skilled and knowledgeable about all matters financial, as you'd expect a financial advisor to be. But, she is so much more. Juliette will meet you at your level of financial knowledge and explain options and risks very clearly. She will listen to your financial goals and even if your answer is "I don't know", she will help you formulate some goals. She basically becomes your dear friend and trusted advisor. In a word, Juliette is genuine. She has helped me plan the last few years of my career, understand where I am at with respect to retirement, and created an entire post-retirement financial plan. She has greatly reduced the uncertainty in my future. Life is truly better with Juliette advising me! read more

Juliette has been terrific to work with. She's knowledgeable and personable...and has helped us clean up 10+ years of neglect of our finances. We now have everything cleaned up, a great plan in place for the future, and are on track to meet our goals. Further, she's very well networked with other professionals and has helped connect us to some really great people who are now working with us on everything from bookkeeping to insurance to legal advice. We've appreciated her non-judgmental yet direct approach. Highly recommend. read more

Juliette is so friendly and professional. She helped me rollover my old 401k and manage it with some of the top funds in the industry! She is so passionate about helping you and your family succeed financially--I really feel taken care of and she always calls us for a review of our investments at least 3/4 times per year. I always feel educated and informed of market and tax trends. Highly recommend for your comprehensive retirement planning needs! read more

Juliette Castelli of Castelli Financial is an ethical and knowledgeable resource. I have had the pleasure of getting to know her and understand her working style. She will go above and beyond to make sound recommendations and ensure that each client receives the best possible service. Financial planning is complex and requires an ethical and responsible representative. read more

Juliette is a hardworking and passionate advisor. Not only did she take the time to help me understand my life insurance and investment needs, but she has prepared me well for retirement. I feel so confident in the work she has done for me and I trust her completely. Highly recommend. read more

Juliette is a very caring person, not only does she care about your life but she makes you feel welcomed as family. Very friendly and easy to talk with! So glad to meet her. Super professional and understanding. Thank you!! read more

As a new business owner, I couldn't be more grateful for Juliette and her team of experts in terms of how to create a business tax strategy.  I'm a novice on this front, and her advice has been extremely valuable. She understands business needs during growth stages and how to strategize around inconsistent income.  Highly recommend! read more

Juliette's extensive financial and tax knowledge has helped me and my family preserve our wealth for generations to come. She is hardworking and passionate about what she does. Highly recommend. read more

Ms.Castelli has helped with the financial planning for my small personal business. Not only is she super easy to talk to and very trustworthy, she knows her business very well and explains everything in such a way that's easy to understand and backs it with a sold knowledge base and excellent service. Highly recommended. read more

Never really thought about life insurance until a dear friend suddenly lost her spouse. We were pretty shaken up and started thinking about what we would do if we were faced with something like his. My husband and I first got in touch with Juliette a bit over a year ago to get started on a life policy, to ensure that if God forbid anything happens to either of us, the other one will at least be financially secure. When we first me Juliette, I expected the typically spiel you usually get from people in finance, but she is anything but that. Very honest, explains everything in detail, very knowledgeable and able to put complex things in simple terms and also just a very nice human being. It's never easy to talk or think about the end of your life, but I honestly have to say that I feel better knowing that I won't leave a financial burden on my spouse or will be cover in case I get seriously ill. Juliette is awesome! We felt very comfortable with her and throughout the whole process of underwriting, the exams etc. she always checked in on us, followed up promptly and made sure there are no lose ends. Truly a consummate professional. We continued working with her after that and she now also handles our retirement planning. If you're looking for an honest finance professional who cares about you and doesn't just try to sell you stuff, Juliette is the right person for you. read more

I was looking for a way to have a safe investment, and when Juliette and Bill came to my work to have a financial seminar, I was immediately interested. They followed up with me afterwords and we got everything set up. Not only do they make it easy, but also very personable. I highly recommend them! read more

After losing people in my family I knew I wanted to get life insurance so that what everyone was going through wouldn't happen to my husband or kids. I had no idea where to start and a friend referred me to Juliette . I went to school with Juliette but we had not seen or spoken to one another in many years. After having a conversation not only did she handle everything we needed with ease but she even drove up to my house, which is 2 hours away from her, just to give me all my paperwork and answer any and all questions. She is one of the most professional, caring, and genuine person I have ever met. If I have a question no matter what time it is I can call/ text and she will have an answer and will continue to keep me informed. She has even helped to get us to change up our stuff so it benefits us much better. If you are looking for a honest and trustworthy person to help with any financial need she is 100% the person I would recommend. She is not only amazing at her job but an amazing friend I plan to keep for life. read more