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Process Overview

RubinBrown tailors our financial management services based around the major life phases that make up a financial plan. We have categorized these stages into four phases, which encompass the general path that we take during our working career, preparing for and then enjoying retirement.

Phases of Portfolio Management

Building A Financial Foundation

Our individualized approach allows each client to have a feeling of control over their financial destiny. At the financial foundation stage, we work together to lay the groundwork for your future goals.

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Preparing for Retirement

Once a foundation has been put into place, several years (at least) before retirement commences, it makes sense to take a step back and take a look at the state of your financial plan and evaluate a few questions.

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Retirement

With the planning steps put in place during your foundation and preparing for retirement phases, putting your goals into action and enjoying your retirement should now go hand-in-hand.

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Managing A Legacy

One aspect of a successful retirement stage is that you start to look beyond your own needs and, for some individuals, consider ways to transition your assets for future generations or charitable contributions.

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Resources & Custodian Sites

Financial advisors can help press you to answer questions you don't want asked, put together a financial plan, identify risks in your portfolio that you might look past, talk you through market volatility and identify your biases.

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Back to Meet the Team

Hannah Castellano, CPA, CFP®

Advisor

Hannah Castellano, CPA, CFP®

Advisor

Contact Information

St. Louis, MO hannah.castellano@rubinbrown.com 314.290.3494
Hannah Castellano is an Investment Advisor with RubinBrown Advisors and Partner with RubinBrown LLP. Hannah works closely with clients, building trusted relationships as she helps define their objectives in the development and execution of comprehensive financial plans. She enjoys being part of a team assembled to help families and organizations plan for and navigate life’s main events.

Prior to joining RubinBrown Advisors in 2016, Hannah worked as an auditor in RubinBrown’s Assurance Services Group.

Education

Masters in Accountancy, University of Missouri – Columbia B.S., Accounting, University of Missouri – Columbia

Experience

Financial planning Investment advisory services Retirement planning

Professional Organizations

Certified Financial Planner® Member, American Institute of Certified Public Accountants Member, Missouri Society of Certified Public Accountants

Professional Accomplishments, Awards & Publications

30 Under 30, St. Louis Business Journal (2014) Community Service Award, RubinBrown (2015) Missouri Society of CPAs, Women to Watch Emerging Leader (2017) Secondee, Staples Rodway LTD, Auckland New Zealand (2012)

Community Involvement

Member and Past President, Development Board, SSM Health Cardinal Glennon Children's Hospital Member, Finance Committee, Cor Jesu Academy
1-800-678-3134 Integrated Planning for Life
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