Castelli Financial & Insurance Services | San Jose, CA

Castelli Financial & Insurance Services

Thoughtful Financial Guidance

Helping clients & families of substantial wealth navigate the complexities of their financial lives.

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Welcome to the Table

Cultivating your finances so you can live your best life

At Castelli Financial & Insurance Services, our approach is like an Italian family dinner — personal yet sophisticated and completely unrushed. When you join our table, we do whatever it takes to give you peace of mind about your finances so you can fully enjoy all of life’s experiences. No matter where you are in your financial journey, we never pass judgment or rush you through the process. Instead, we take time to review each part of your financial landscape and educate you about the options available to you - so you can make informed decisions with confidence. We give you time to digest the information and encourage you to ask questions before we move on to the next course, because we know when you have clarity about the present, you’ll have peace of mind about the future.

At the end of the day, we care deeply about your success and fulfillment, and you can rest assured we’ll do whatever it takes to bring you the contentment you deserve.

Welcome to the Castelli Financial family —we're honored to have you at the table.

Our Heritage

In Italy, we don’t just have family—we live and breathe for the people we care about. Our Founder, Juliette Castelli-Kolev, is a second-generation Italian American with roots in Rome, and her heritage greatly impacts who we are as a firm. To us, “family” doesn’t just refer to blood relatives—it means any person we come to know and care for. We treat each of our clients like one of our own, and when you work with us, you’ll receive the same care and attention we would give to our own blood.

Proudly Serving

We help honest, hardworking people who want the best for their families and their communities. Our firm serves people of all ages and stages of life, and if we point you in a direction, it’s because that’s the same financial strategies we’d give our own family.

  • Pre-Retirees and Retirees
  • Tech Professionals
  • Business Owners

Common Services

Our clients come to us for a variety of financial solutions, from retirement preparation to life-long financial strategies. Whether you have a specific need or you’re looking for help organizing your entire financial picture, we’re here to help.

Our Location

236 N. Santa Cruz Ave.
#240
Los Gatos, CA 95030

Get in Touch

408.838.4544
juliette@castellifinancial.com

Castelli Financial & Insurance Services

Forbes Best-in-State Top
Financial Security Professional

We’re proud to be named by Forbes as one of the Best-in-State Top Financial Security Professionals for 2022, 2023, and 2024. Our mission has always been to serve our clients with unmatched excellence, and this award is not only evidence of our dedication to you, but a sign of your unwavering trust in us. We’re incredibly grateful for the clients who rely on us to protect the things they care about most, and we cannot express how much we value your partnership with our firm. Thank you for making us one of the top firms in California!

Juliette Castelli was chosen as one of just a few financial professionals in California to receive this recognition in 2022, 2023, and 2024. They are selected by an independent research firm based on various qualitative and quantitative data. You can learn more about SHOOK Research’s methodology here.

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.