Justin Castelli, CFP® RLS Wealth Management

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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.

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The post More Than Planning with Ramona Maior | All About Your Benjamins The Podcast appeared first on All About Your Benjamins™.

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The post Meaningful Longevity | The Next Episode appeared first on All About Your Benjamins™.

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Ideal Clients

  • Entrepreneurs
  • Gen Y/Millennials
  • Sales Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly: $750 plus $150/ mo beginning month2
  • Hourly: $250/hr
  • AUM: 0-$1,000,000 1.0%
    $1,000,001-$3,000,000 .75%
    $3,000,000+ .50%

 

SEC Records

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