Your trusted advisors for steady, long-term strategies.

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Charlie Gillespie, CWS, AIF®

Principal, Wealth Manager

As Principal and Wealth Manager of Castle Coast Wealth, Mr. Gillespie works directly with affluent clients creating, implementing, and monitoring their financial plans. In the industry since 2005, he utilizes his financial expertise to help families and business owners reduce income taxes, create and preserve personal wealth, and maximize the transition of assets to future generations.

Tyler Stearns, CFP®

Partner, Wealth Manager

Tyler began his career with the firm in 2014 and quickly impacted financial outcomes through intricate financial planning design. As a Partner and Wealth Manager with Castle Coast Wealth, Tyler focuses on advising clients and families across all aspects of wealth management to achieve financial well-being and develop sustainable legacies. Tyler has a unique ability to deliver highly complex investment services to our clients.

 

Descriptions of Designations

Adam Brown, AIF®

Wealth Manager

Adam began his career assisting clients with their financial well-being in 2006. Since then, he has specialized in preparing clients to enjoy a sustainable income during retirement. He designs and implements each plan advising clients on a broad range of wealth and investment management solutions. Mr. Brown takes great pride in his profession being diligent in the guidance he provides his clients with an unbiased, objective viewpoint.

Justin Ruttke, CFP®

Wealth Manager

Tina Mitchell

Chief Compliance Officer

Jason Halim

Client Service & Operations

Cassidy Fisher

Office Manager

William Litton, CFP®

 

Mr. Litton has established a reputation for identifying integral strategies to assist high-net-worth clients in achieving their goals. After 32 years in the industry, his comprehensive financial planning contributions have stretched across families for generations.

Mr. Litton continues to work between La Jolla, CA, and his office on the Nevada side of beautiful Lake Tahoe.

Call us

Reach us via phone at
858-546-1247
Monday - Friday, 8am - 5pm

Email us

Reach us via email at
plan@littonfinancial.com,
and we’ll get back soon.

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