Described by those who know him as “honest,” “sincere,” and “knowledgeable,” Mark Castillo has dedicated his career to providing clients with the best financial services possible. He works in every arena of the industry including planning, insurance, and real estate and utilizes insurance as a means of helping people better leverage their money instead of selling products. As managing partner for Thrive Wealth Solutions, LLC in San Jose, California, Mark’s mission is to guide clients toward increasing their net worth, decreasing their tax liability, and attaining their financial independence sooner.
Founded in 2017, Thrive Wealth Solutions is a financial services company that provides personalized, up-to-date strategies that assist clients in reaching their financial goals. The firm specializes in life insurance, investments, employer benefits, long term care, disability insurance, tax advantaged strategies, property and casualty, defined benefit plans, estate planning, and accounting services. “I assure my clients that they will never work with a firm that is more dedicated to helping the middle class increase their net worth or quality of life,” says Mark. Every team member at Thrive takes pride in establishing trustworthy relationships with clients and in working with them to build not only a solid cash flow but a legacy to pass down to future generations.
Mark joined Thrive in January 2019 as managing partner. Although he holds many responsibilities at the firm, his primary focus is on helping clients to establish their main goals and to properly structure their financial planning. In order to determine which type of structure is most appropriate for each individual, Mark takes time to get to know his clients and to talk with them about the basics of finance such as the difference between simple and compound interest. By first ensuring that they have a firm understanding of how the system works, Mark can then lead his clients toward building a solid financial foundation.
Prior to becoming a member of Thrive’s team, Mark gained over 14 years of experience in the real estate industry as a realtor and over five years in financial planning as a broker. He has also served in the United States Army for over 20 years and remains enlisted as a staff sergeant (SSG) supporting the west region of the Army Reserves.
Mark attended San Jose State University in San Jose, California where he earned a bachelor’s degree in business and commerce as well as Thomas Edison State University in Trenton, New Jersey where he graduated with a bachelor’s degree in business administration and management. Mark also holds both a real estate license and an insurance license for the state of California.
Outside of his role as a financial advisor, Mark enjoys spending time with his cherished wife of 16 years and their three beautiful children. Together, the family of five support the military as well as their local community by actively participating in charitable works. Most recently, Mark has been working toward establishing a non-profit organization called The Giving Heart Foundation where businesses, community members, and volunteers will collaborate to provide housing for homeless military veterans.
Mark Castillo, Managing Partner
1798 Technology Drive, Suite 178, San Jose, CA 95110