Today begins a fresh start for me. It is my first day joining the team at RLS Wealth and to say I’m excited is an understatement. The founder, Justin Castelli is one of those guys you just cannot say no to when you have an opportunity to work with him. He embodies all the qualities that make up a great advisor: selfless, hard-working, disciplined, intelligent, and humble.
Looking back, it is crazy to me how this all happened. Justin was one of the first advisors I stumbled upon when I began trying to learn more about financial planning through YouTube and podcasts. After months of consuming nearly all his content, I remember thinking, “I would love to have an opportunity to work with an advisor like him.” Back then, I had no idea he lived a town over from me.
Now, fast forward a few months to an event in Carmel, Justin and I met and we hit it off. Our shared vision, values, and goals led us to start monthly meetings where I could pick his brain and learn from him. Through these meetings, we realized teaming up was a realistic option we wanted to explore. Following months and months of planning, delayed by the global pandemic, we are finally here and ready to get started.
As a firm, RLS takes a modern approach to financial planning. We help our clients uncover what they value most in their lives and build a plan in line with those values; it’s more than just numbers.
Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimer page.