John CastaldoJohn Castaldo, CFP®, AIF®Investment Associate
LinkedInAbout John
John Castaldo is an Investment Assocate at J.P. Morgan Wealth Management.
As a member of The Fonseca Group, John provides operational and customer service support for sophisticated professionals and high-net-worth individuals and families from all over the globe. John's responsibilities include onboarding new and prospective clients, executing securities transactions, and coordinating operational aspects of The Fonseca Group. His reputation for managing day-to-day activities in a steady and experienced manner is consistently noted by clients, matching The Fonseca Group's firm-wide exceptional reputation.
John began his career in 2019 at Bank of America as a Relationship Banker, where he acquired skills to carefully address individual clients' needs. He then was promoted to Relationship Management in 2020, gaining valuable relationship management experience by managing high-net-worth client relationship accounts, business consulting, mortgage acquisitions, and life plan management.
In April of 2022, John joined The Fonseca Group at J.P. Morgan Wealth Advisors where he is now a vital member of the team, proudly driving outstanding client service.
John graduated summa cum laude from Mercy College with a B.S. in Behavioral Sciences, with a concentration in Psychology. While continuing his career within the wealth management world, he pursued graduate-level education. Graduating at the top of his class with Distinction, John earned an M.B.A. with a concentration in Finance.
John holds FINRA Series 7 and 66 securities licenses as well as the Variable, Heath, and Life Insurance licenses. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and earned the Accredited Investment Fiduciary® (AIF®) designation.
Active in his community, John volunteers many hours a week to youth group activities and service at his local church. His role in the organization helps provide a positive role model to the local youth by teaching and guiding them.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®in the U.S.
Insights
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now