Daniel Castino ChFC®, CLU®

Wealth Management Advisor

Dan Castino has been a part of the financial services industry for over thirty years. He is a distinguished Wealth Management Advisor who has a breadth and depth of knowledge and experience.  Dan provides advice to clients on an individual basis and is also a regular speaker to industry groups.

In addition to the many hours Dan spends every year in continued education through course work and seminars, he has earned the following designations to enhance his financial comprehension:

The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Dan is also a member of several industry associations including:

  • American College Gold Key Society

Dan is a lifelong resident of Chicago’s North Shore and is the father of five children.  Dan's two  youngest daughters, Sandra and Maxine are pursuing their studies. Dan's oldest son, Ford, graduated from Kansas University and was recently married.  Cody, the second eldest son completed studies at Depaul and is working as a Data Analyst. Chandler, Dan's oldest daughter graduated from the College of Charleston and is enjoying a career in Accounting.  When time allows, Dan enjoys golf, water sports and snow skiing.

Daniel F. Castino

Daniel F. Castino, ChFC®, CLU®

Wealth Management Advisor


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