Who We Are
is to make financial planning accessible to families and businesses regardless of their socioeconomic status and enable them to identify, take control and act on their best financial opportunities.
is to empower people to become the best version of themselves financially.
Castro Monroy Group was founded in 2014 when Jonathan U Castro Monroy realized there was a disconnect among the financial industry, middle America, and the working class. Castro Monroy Group was created to provide holistic financial planning for anyone that wanted to improve their financial health, not just high net worth clients. The result has been a financial planning firm uniquely designed to protect families and businesses from making unsound financial choices and building strong foundations for their futures.
Castro Monroy Group has helped hundreds of families and businesses in the state of Oregon. The firm has been recognized locally year after year as one of the best financial firms in the Mid-Valley by the Statesman Journal, as well as has accrued numerous accolades for it's individual Advisors and teamwork.