Carson Castellano, CPA, CFA®, is Chief Compliance Officer and Investment Advisor at Castellano & Associates, where he serves clients in both tax and financial planning.

 

He provides integrated tax and investment advisory services to individuals and business owners, helping clients make thoughtful, well-informed financial decisions. His approach emphasizes clarity, long-term planning, and a disciplined focus on tax efficiency and investment strategy.

 

Prior to joining the firm, Carson began his career at KPMG, where he developed a strong foundation in accounting and advisory services. He later worked at Texas Pacific Group (TPG), specializing in valuation services while gaining experience in financial analysis, strategic decision-making, and client service.

 

Carson holds both a Bachelor of Science in Accounting & Finance and a Master’s in Accounting from Texas Christian University.