David Castro is a Principal and Senior Wealth Advisor at Kovitz, where he guides clients through coordinating the inter-relationships between retirement planning, investments, taxes, cash flow and estate planning. David leads with a proactive approach that aspires to make his clients’ lives easier by ensuring that their accountant, estate planning attorney and investment advisor are all working towards a common goal. David works primarily with business owners, corporate executives, doctors and retirees, overseeing more than $600 Million of assets under management. David brings with him over 12 years of industry experience, importantly including three years of tax preparation, which instil