The organization's guidance is by our Provider Director, Mr. Al Castellanos who has the following qualifications:
Over the last 38 years, he has worked, developed, and participated in selling financial products through distinct channels, including banks, broker-dealers, independent shops, and insurance marketing organizations.
He has had a general lines life, health, and annuities insurance license for 23 years (since 11/1999), has the Certified Financial Planner - CFP® designation for thirteen years (since 03/2009), and at one point, held a series seven license.
Academically, Mr. Castellanos has a Master of Science in personal financial planning (08/2010) and a Master of Science in Financial Analysis (06/2014). He completed and passed the level one examination for the CFA® designation.
Additionally, Mr. Castellanos completed his Ph.D. academic studies in personal financial planning and retirement planning at the American College of Financial Services (11/2018). He decided not to continue with the dissertation for personal and professional reasons.
In digital marketing, he recently completed the Post Graduate Diploma in Digital Business with Emeritus Institute (11/2019), which works in partnership with MIT Sloan and Columbia School Executive Education.
As an educator, Mr. Castellanos has taught financial sales professionals and insurance agents in continuous education classes for over 15 years.