"Try and find someone

who will give you honest

feedback. Seek out

a mentor."

Christina%20Castrejon

Christina Castrejon

Christina Castrejon34

Wealth adviser, Calamos Wealth Management

Fast Facts

  • Contributing writer to Chicago Woman magazine on wealth and wealth management.
  • Co-leads her firm's Women & Wealth initiative.
  • A Chicago native who is unfazed by the winters.

Christina Castrejon never had a mentor, and that's one reason she's so active in mentoring others.

"I never had a formal mentor, but it's absolutely huge to get constructive feedback," Ms. Castrejon said. She is a passionate advocate for the investment industry, promoting it to younger women, especially within the Hispanic community.

Castrejon, a second-generation Mexican-American, volunteers with the Chicago Chapter of Step Up, in which professional women work with girls from disadvantaged backgrounds via after-school and mentorship programs.

And she has a lot to teach. She's the lead adviser for nearly 100 clients at Calamos. Her favorite part of the process: financial planning.

Ms. Castrejon earned her certified financial planner designation at a crucial point at which Calamos, a well-known investment management firm, had just started to focus on the planning side of the investment advisory business.

"It all tied together," she said.

Her advice for young people who are interested in the financial advisory business: "Get yourself out there. Start networking and learning to talk to people. And try and find someone who will give you honest feedback. Seek out a mentor."

– John Waggoner

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.