Dhillon's mission as a Certified Financial Planner™ practitioner is to help individuals and families use their money as a tool for living lives of freedom, fulfillment, and joy. Whether clients are looking to retire early or build a retirement portfolio alongside a purposeful career, his clients get the strategies they need to protect and grow their money while keeping more of it out of the hands of Uncle Sam.
The following are key areas in which he helps his clients:
1. Protecting Beneficiaries and Estates Through Estate Planning
2. Protecting Net Worth and Income Through Insurance Planning and Asset Protection Strategies
3. Reducing Lifetime Tax Liability (Income AND Capital Gains Taxes)
4. Optimizing Investments
5. Navigating Retirement (Social Security, Medicare, RMDs, Roth Conversions, etc.)
6. Saving/Investing for Major Purchases
7. Navigating the Purchase and/or Sale of Real Estate (Including 1031 Exchanges)
Dhillon has nearly 9 years of experience in the financial services industry, has a Bachelor of Science in Finance from California State University Long Beach and went to high school in Los Alamitos, CA.
In his free time, Dhillon frequently participates in several traditional and action sports and plays a variety of musical instruments.
Our mission is to help our clients and their families attain their personal financial goals. We do this by providing investment guidance, emotional support during periods of market volatility and asset management strategies designed to help you reach your financial goals.
We offer our clients comprehensive fee-based financial planning, and we strive to provide you with individualized service based on the following core values:
To retain the confidence and trust of our clients through our commitment to honesty and integrity
To consistently demonstrate our declaration to professionalism and excellence in everything we do
To communicate a sincere, caring attitude toward every client
To place our clients' financial well-being above our own
Gil Castro
Gil started working with Secura Financial in early 2023 as an administrative assistant. He comes with a substantial amount of knowledge and experience after having been in this role for many years at firms such as AXA and Ameriprise.
General Information |
| Insurance License#: | 0L78797 |
| Name of Broker/Dealer: | Crown Capital Securities, LLP |
| Name of Custodial Firm: | LPL, Pershing, NFS |
| States Licensed in: | AZ, CA, ID, TX |
| Number of Years with Current Firm: | 4 |
| Work Experience: | Dhillon has been building his financial advisory practice with Secura Financial since December, 2019. Prior to then, he was an advisor associate at Waddell & Reed for 4.5 years helping his mentor and friend build and run a successful $100 million+ advisory practice. |
| Work with the following types of clients: | Individual Investors, Businesses, Non-Profit Organizations |
| Advisory Services Provided: | Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting |
Services |
| Investment Types: | Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Stocks, Bonds, Insurance, Mutual Funds, Annuities, Commodities, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Disability |
Firm Information |
| Assets Managed by Firm: | $200,000,000+ |
| Advisor's Number of Clients: | 140 |
| Advisor's Number of Managed Clients: | 123 |
| Advisor's Number of Planning Clients: | 60 |
| Assets Managed by Advisor: | $16,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Commissions, Based on Assets, Flat Fee |
| Additional Details on Charges: | We understand that everyone's situation is different. Some clients request a greater level of service, and some less. Therefore, we have a flexible pricing model that ensures everyone who works with us receives substantially greater value than they pay in fees. |
| Minimum Fee Charged for Managed Accounts: | 0 |
| Minimum Fee Charged for Hourly Planning Accounts: | 0 |
Education |
| Bachelor of Science - Finance | California State University Long Beach
- Long Beach, CA 2015-2017 |
Disclaimer |
| Securities offered through Crown Capital Securities, L.P. (CCS) Member FINRA/SIPC. Investment advice offered through Secura Financial, LLC or Crown Capital Securities, L.P. (CCS). Secura Financial Planning & Wealth Management and CCS are unaffiliated entities. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
| We work with clients across the United States. |
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