Summit & Surf Wealth Management is a trusted financial planning firm based in Tustin, CA. They specialize in providing personalized investment management and strategic wealth planning services to individuals and families, helping them create a plan for financial freedom that lasts for generations.
Their dedicated team of advisors, led by founder and president Arthur "Artie" Castro, focuses on understanding their clients' goals and developing tailored plans to reach them. With a strong planning process and a commitment to protecting their clients' needs now and in the future, Summit & Surf Wealth Management strives to be the trusted advisor that individuals and families can rely on for all their financial needs.
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