Justin Castelli, CFP® RLS Wealth Management
- 11650 Lantern Rd. Suite 236 , Fishers , IN 46038
- (317) 593-9390
About Justin Castelli, CFP®
My name is Justin Castelli, and I am a CERTIFIED FINANCIAL PLANNER™ professional. I’m also the founder of RLS Wealth Management, which was started in 2015 with the goal of providing financial planning for not only my Baby Boomer clients but also my peers. Rather than only working with clients on an assets under management (AUM) basis, I work with young professionals and entrepreneurs through a monthly subscription model.
Prior to my career as a financial advisor, I attended Franklin College, where I played basketball for four years. I graduated in the spring of 2004 with a degree in Economics, and then set out to help people reach their financial goals. As many do, I began my career as a financial advisor with a large insurance company, and eventually left to work for an even larger insurer helping teachers with their retirement plans. It was during this time I obtained my CFP®; I also learned a lot about what is wrong with the financial services industry. I left the corporate financial planning world after feeling constrained by its limitations, and I joined a small independent firm in Indianapolis. After two years of turning great people away due to firm asset requirements, I started RLS Wealth Management, and I wish I would have done it sooner!
I am also the author of the blog “All About Your Benjamins”, where I write about a variety of financial topics. My hope for my blog is to educate my readers and to get them to think.
On a personal note, I have been married to my wife Angela since 2006, and we have three young boys, Roman, Leo and Silas. We play a lot of basketball, naturally as Hoosiers, at our house, but since we’ve had the boys, I’ve had to sharpen my football, soccer and baseball skills. We are also a CrossFit family, and I am the stereotypical CrossFitter who will talk all day about workouts–you’ve been warned. During the few quiet moments at home, I can be found reading, listening to music, or helping my wife with her small business, an all-boys boutique called Roman and Leo.
You have a vision of the life you want for you and your family. It’s your vision—no one else’s. Yet, the constraints of society, family, friends, individuals we only know from social media, managers at work, and a number of other influences prevent you from taking your vision and making it your reality. The short-sightedness of others is holding YOU…
In this week’s episode of The Pursuit I briefly put my financial advisor hat on to discuss the importance of financial planning for your pursuit and share how a financial advisor, who understands you have bigger aspirations that retirement and college planning, can help not only identify what you value the most, but help you align your finances with your…
The post The Pursuit–Unexpected Signs And The Importance Of Planning appeared first on All About Your Benjamins™.
What if I told you by putting your pursuit out in the Universe you are more likely to reach your destination or goals than if you kept it to yourself? Now, I don’t have any scientific data to back this up, but I have numerous real life experiences, both personally and through others, to convince me that I am more…
- Gen Y/Millennials
- Sales Professionals
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Assets Under Management
- Monthly: $750 plus $150/ mo beginning month2
- Hourly: $250/hr
- AUM: 0-$1,000,000 1.0%