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Jonathan Monroy, NSSA® Advisor · Salem, OR

A professional headshot of Jonathan Monroy, Managing Partner of Castro Monroy Group in Salem, OR

Jonathan Monroy

Managing Partner, Castro Monroy Group

2110 Mission St SE
Salem, OR 97302

5034095877

www.castromonroygroup.com

NSSA® Certified #3107

Professional Profile

Jonathan Castro Monroy is a highly respected Managing Partner at Castro Monroy Group, based in Salem, Oregon, where he leverages over a decade of expertise in financial strategy and investment to guide clients through the intricacies of the financial landscape. As a Top 1% Advisor and Partner at two Fortune 100 firms, Jonathan has established himself as a leading professional in the financial services industry, renowned for his precision and insightful strategic advice.

Dedicated to both his clients and his community, Jonathan actively supports various local organizations, including the Salem Chamber of Commerce and the Oregon Hispanic Business Association. His commitment to community service is further exemplified by his role in the Marion County Public Safety Coordinating Council. Additionally, he is an accomplished author, currently working on "Ganando La Liga Financiera: Tu Guía para el Éxito," aimed at empowering Hispanic entrepreneurs with essential financial leadership skills.

Jonathan Monroy has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.

Jonathan's multifaceted approach combines professional excellence with a deep-rooted passion for community engagement, making him not only a reliable financial advisor but also a trusted community leader dedicated to fostering economic growth and public safety. Whether you are looking for expert guidance on social security or strategic financial planning, Jonathan Castro Monroy stands out as a key resource in Oregon's financial landscape.

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Why ARPI-Certified

How an ARPI-Certified Advisor Can Help You

ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.

Avoid Costly Claiming Mistakes

Social Security rules are complex — small missteps can cost thousands in lost benefits. An ARPI-certified advisor ensures you make informed decisions and avoid costly errors.

Holistic Retirement Planning

Your Social Security strategy doesn’t exist in isolation. An ARPI advisor integrates it with your full retirement plan so your assets work together toward a secure future.

Personalized Guidance You Can’t Get Elsewhere

The Social Security Administration provides information — not strategy. An ARPI-certified advisor delivers tailored solutions based on your unique circumstances and goals.