Skip to main content
menu
  • Home
  • About
  • Services
  • FAQ
  • Blog
  • Video
  • Contact
  • Client login

Blog

Group of young professionals in a meeting. They are in a casual office setting
Arthur Castro | Jun 12, 2023

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
Read More
Parents holding their child's hands. The child is jumping
Arthur Castro | Jun 5, 2023

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
Read More
Close up portrait of child giving two thumbs up
Arthur Castro | May 29, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

Read More
Man in a graduation cap and gown
Arthur Castro | May 22, 2023

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
Read More
A black and white image of a couple laughing
Arthur Castro | May 15, 2023

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
Read More
Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Arthur Castro | May 8, 2023

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
Read More
Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Arthur Castro | May 1, 2023

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
Read More
A calculator and a pen on top of a graph
Arthur Castro | Apr 24, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Ten key accounting calculator on a soft yellow desk
Arthur Castro | Apr 20, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More
Toddler standing at the bottom of a stone staircase
Arthur Castro | Feb 17, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
Read More
Man sitting on a park bench and working on a laptop
Arthur Castro | Jan 24, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
Read More
Parent reading a book to their newborn child
Arthur Castro | Jan 18, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Current page 6
  • Page 7
  • Page 8
  • Page 9
  • Page 10
  • Next page Next ›
  • Last page Last »

Office

7429 E. White Oak Ridge
Orange CA 92869

Contact Info

Phone: 714 335 1700
Mobile/Text: 714 880 4272
Fax: 888 777 4580
arthur.castro@jwcemail.com

     

Get in Touch

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC . Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Summit and Surf Wealth Management and JWC/JWCA are unaffiliated entities.

Summit & Surf Wealth Management is disclosed on this site, may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

JWC Financial Disclosures and Form CRS - JWC Advisor Disclosures and Form CRS

© 2025 Summit & Surf Wealth Management. All rights reserved.