Pamela Castanon

Pamela Castanon, CFP®

Junior Partner & Wealth Advisor

Meet Pamela Castanon, your personal guide on the path to financial freedom and empowerment. Pamela understands the unique financial challenges and opportunities faced by today's professionals and business owners. She's built a career, not just on her formal business finance training and over seven years of industry experience, but on her natural ability to connect with people. Her empathy for others' financial struggles is rooted in her own upbringing, giving her insights that can't be learned from textbooks alone.

Pamela has made it her mission to support you, the driven professional or business owner. She knows you excel in your field and that you are passionately committed to your work. Yet, you may feel overwhelmed when it comes to managing your finances and realizing your lifestyle goals. This is where Pamela steps in. She integrates your entire financial landscape into a cohesive strategy, helping you achieve financial freedom and enrich your legacy without sacrificing the lifestyle you've worked so hard for. 

Pamela's balanced approach to life resonates in the way she handles her client relationships. She believes in taking care of both mind and body - an ethos she brings into her practice by making financial planning a less stressful, more empowering process. As a fitness enthusiast and cooking lover she appreciates the fulfillment that comes from varied interests and personal passions, just as you do.

Pamela will see you as an individual, not a portfolio. You're discovering a partner who will work diligently to understand your dreams, goals, and concerns, and who will empower you with the financial strategies and knowledge you need to navigate your financial journey with confidence. Together, you can chart a path towards a financially secure future, built not just on wealth, but on a richness of life experience.

Meet the IWP Team

Michael Cadis, CFP®

Partner, 
Wealth Management Advisor

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Joel Almquist

Partner, 
Wealth Management Advisor

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Tim Voytko

Senior Partner, 
Wealth Management Advisor

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