December, 2017

Ameriprise

Since 2008, Castro has been a practicing financial advisor.  Over the years, she has earned the designation of Certified Financial Planner as well as the Certified Divorce Financial Analyst credential.  Along with providing her clients with comprehensive financial planning and asset management, including retirement, cash flow and insurance analysis, Katie has developed an expertise working with people experiencing divorce.  Castro helps her clients navigate the divorce settlement process and navigate finances post-divorce.  She also co-facilitates monthly divorce workshops sponsored by the Foundation for Women’s Financial Education.  Additionally, her specialties also include elder transition.  She recently founded The Advisory Panel on Successful Aging (APSA), through which she serves the community as a panelist, speaking on topics of elder care transition, needs of care takers, finances for chronic care, and many related challenges elder transitions entail.  Higher education funding, debt management and savings strategies are areas of expertise she offers to her clients, as well.

In addition to her very active professional role, Katie is a mother of four, including twins, prior Wayne County foster parent and serves her community.  She is the Vice President of the Chamber, Chair of the Membership Committee, Girl Scout Co-Leader, PTA Community Chair, and actively participates on multiple PTA committees and in Penfield youth sports.  “We are thankful she carves out time for our Chamber,” exclaimed Kellie Wright, her colleague and Chamber Committee member!

Previous Winners:

November, 2017
October, 2017
September, 2017
July, 2017
June, 2017
April, 2017
March, 2017
February, 2017
January, 2017
December, 2016
October, 2016
September, 2016
July, 2016
April, 2016
February, 2016
December, 2015
November, 2015
October, 2015
September, 2015
August, 2015
December, 2014
October, 2014
September, 2014
January, 2014
December, 2013
November, 2013
October, 2013
September, 2013
August, 2013
July, 2013