About

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Cut Through the Noise

We're a financial planning agency that specializes in solutions tailored to our clients’ financial goals.

"I love helping people by laying out all their options for growth and success, whether financially or professionally. The choices we make now can have a profound impact on the future."


Gerardo J. Castillo, CFP® 

Financial Advisor and Partner

Gerardo earned a Bachelor of Science in Business Administration with an emphasis in Economics from the University of Nebraska at Kearney. Originally from Hastings, Nebraska, Gerardo now resides in Omaha with his wife, Hannah, who is a dedicated Montessori teacher.


Before starting Onyx Guard Financial in 2025, Gerardo worked at a prominent wealth management firm in Omaha starting in 2021. In this role, he supported a high-producing advisor, contributing to a consistent annual growth rate of $40 million in assets under management (AUM). During this time, Gerardo also dedicated himself to furthering his professional qualifications by studying for his securities and insurance licenses and earning the prestigious Certified Financial Planner® designation in 2024.

At Onyx Guard Financial, Gerardo is passionate about helping clients achieve their financial goals, offering tailored solutions that empower them to make informed decisions with long-term impact.


Outside of work, Gerardo enjoys reading, listening to audiobooks, walking his Goldendoodle, Poppy, and spending quality time with his large extended family.


Education

  • Bachelor of Science in Business Administration, Economics emphasis – University of Nebraska at Kearney
  • Certified Financial Planner® (2024)


Licenses

  • Series 7
  • Series 66
  • State Life and Health Insurance

Plan for tomorrow 

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