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Castelli FinancialFinancial advisor in Los Gatos, CA

Castelli Financial is a financial advisor at 236 N Santa Cruz Ave #242, Los Gatos, CA 95030, ranked #14 of 226 financial advisors in Los Gatos and rated 5.0 from 10 Google reviews. Open Monday to Thursday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Los Gatos, CAUpdated 0 paid placements in any rankingHow we rank

Call (408) 838-4544Website ↗

Key facts

Key facts about Castelli Financial
Address236 N Santa Cruz Ave #242, Los Gatos, CA 95030Get directions
Phone(408) 838-4544
Websitecastellifinancial.com
HoursMonday to Thursday: 9 AM – 5 PM
Google rating5.0 from 10 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Los Gatos and 11 towns within 25 miles: Saratoga, Campbell, Cupertino, Communications Hill, Santa Clara, San Jose, Sunnyvale, Scotts Valley, Mountain View, Alum Rock and Los Altos.

Based in Los Gatos, CAView on map

Opening hours

Opening hours for Castelli Financial
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
FridayClosed
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Castelli Financial

How is Castelli Financial ranked in Los Gatos?

Castelli Financial is ranked #14 of 226 financial advisors in Los Gatos by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Castelli Financial’s hours?

Castelli Financial is open Monday to Thursday. Its listed hours are Monday to Thursday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Castelli Financial serve?

Serves Los Gatos and 11 towns within 25 miles: Saratoga, Campbell, Cupertino, Communications Hill, Santa Clara, San Jose, Sunnyvale, Scotts Valley, Mountain View, Alum Rock and Los Altos. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Castelli Financial?

Castelli Financial has a rating of 5.0 from 10 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Castelli Financial?

Call Castelli Financial on (408) 838-4544. The business is at 236 N Santa Cruz Ave #242, Los Gatos, CA 95030. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Castelli Financial compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Castelli Financial (this business)—655.0 (10)NoNo
Camino Coin Co#12654.6 (150)NoNo19.1 mi
Traveka Wealth#13655.0 (36)NoNo12.8 mi
MainStreet Financial Planning, Inc#15655.0 (9)NoNo0.0 mi

See all 226 ranked financial advisors in Los Gatos