Adam was inspired to become a financial professional after seeing the heavy stress his grandparents’ lack of financial planning gave to his father. Now he is committed to helping families avoid those same struggles. He loves helping clients feel more confident about their futures, building financial game plans that allow them to better achieve their retirement goals.

Adam previously served as a financial consultant at two national firms, where he worked closely with high net worth families. He earned his bachelor’s degree in economics from Hanover College and holds life and health insurance licenses. He has also passed the Series 7 and 66 securities exams.

A resident of Scottsdale, Arizona, Adam shares his home with his cat, Bennet. Outside the office, he enjoys staying active by lifting weights, golfing with friends and family and spending the winter months snowboarding in the mountains. He is closely connected with his parents and older brother and likes catching up with them.

Adam Casto holds Arizona life-only and health licenses (#18407175), holds a Series 7 license and a Series 66 license, and is registered as an investment advisor representative under Safeguard Investment Advisory Group.