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

Blog

Focused young woman shopping online on her laptop
Arthur Castro | Jul 29, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More
A teenager holding a yellow and blue longboard talking to her friend
Arthur Castro | Jul 18, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
Read More
Group of students studying.
Arthur Castro | Jul 11, 2022

Why Young People Still Need Financial Professionals

Finance
It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young
Read More
Mother and child working on a laptop together
Arthur Castro | Jul 4, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
Read More
A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Arthur Castro | Jun 27, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
Read More
Male stretching on patio.
Arthur Castro | Jun 20, 2022

Get In shape - Financial Fitness 101

Finance
Lifestyle
We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in
Read More
Two yellow balloons with smiley faces on them
Arthur Castro | Jun 13, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
Read More
Close up of a retired couple holding hands.
Arthur Castro | Jun 6, 2022

Will Retirement Investors Tolerate the Next Big Downturn? The Case for Fixed Indexed Annuities

Annuity
Retirement
No one can predict with any degree of certainty when the next market correction or bear market will occur, or how long it will last. What we do know is that, at
Read More
Young woman pouring a drink for an older woman. They are sitting together at a table.
Arthur Castro | May 30, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
Read More
Windy road.
Arthur Castro | May 23, 2022

How to Crack Into the World of Financial Planning

Finance
Savings
Lifestyle
Millennials get a bad rep. Too often does the media say that they’re lazy, unmotivated to work hard, and frivolous with their spending habits. On a weekly basis
Read More
Married couple in front of lake.
Arthur Castro | May 9, 2022

Financial Planning for Newlyweds

Finance
Lifestyle
Family
Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about
Read More
Happy couple.
Arthur Castro | May 2, 2022

Pay Yourself First - The Holy Grail of Personal Finance

Finance
Lifestyle
Savings
Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Current page 8
  • Page 9
  • Page 10
  • Page 11
  • Page 12
  • Next page Next ›
  • Last page Last »

Office

7429 E. White Oak Ridge
Orange CA 92869


2522 Chambers Road
Tustin, CA 92780

Contact Info

Orange Phone: 714 335 1700
Tustin Phone: 714 573 4024
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.