Gerardo J. Castillo

I love helping people by laying out all their options in front of them for growth and success, whether financially or professionally. The choices we make now can and will have profound effects on the future.”

Gerardo J. Castillo CFP®

Investment Advisor Associate

Gerardo has a B.S.B.A. in Business Administration with an emphasis in Economics from the University of Nebraska at Kearney.  Gerardo moved to Omaha from his hometown of Hastings, Nebraska along with his wife, Hannah, who currently teaches at a local Montessori school.  Gerardo joined Moylan Kropp as an investment advisor associate in February of 2021.  Gerardo enjoys working with clients and helping them reach their financial goals.

Gerardo enjoys reading, walking his new puppy, Poppy, and hanging out with his big extended family.

Education

B.S.B.A. in Business Administration with an emphasis in Economics from the University of Nebraska at Kearney

Certified Financial Planner™

Licenses

Series 7, 66, and state life and health