Cheryl Castillo

Relationship Manager

Ph: 888.202.3927

cherylc@srpretire.com

Cheryl L. Castillo is a Relationship Manager, Operations for Strategic Retirement Partners-Wisconsin. She has spent the last 30 plus years in the financial services industry.

She has held varying positions, mainly within the area of the Private Client and Wealth Management sector. With the last six years, working with Financial Planners and Investment Advisors. Currently, as a Subject Matter Expert in account creation and documentation management.

In a managerial and operational capacity, Cheryl has worked closely with business owners and corporate executives, delivering the ultimate client experience with her organizational skills and attention to detail. Cheryl, her husband and step-daughter reside in Greenfield, Wisconsin.


What is one thing you obsess over? 

Details


What is your favorite song/band from your teenage years?

Van Halen – Still see them today when they are touring. Probably saw them a dozen times.


What is one thing that you love to do that you get to do every day?

Start the day with my best friend, my husband. We have been friends since the 5th grade.