Owner and CEO of Castle West Financial, Joseph Polakovic, built his life and career upon his desire to help others protect their dreams and futures. As an undergrad, earning an Accounting degree at the University of Colorado, Joseph had the opportunity to earn a living in his field of study. Under the wing of top financial advisors, he displayed a tremendous amount of natural talent working for a registered investment advisory company, further reinforcing that his chosen career path was ideal for his future.

Joseph’s passion to serve and protect runs deeper than financial services, to him it is not a job…it is a lifestyle. Evident by a four year sabbatical in the US Marine Corp, including deployments in both Afghanistan and Iraq, Joseph has dedicated his life to protecting the lives of others in the field and in the office.

After his return from service overseas, Joseph wasted no time getting back to his career in financial services. His experience at the big box financial advisory company had opened Joseph’s eyes to the managed money industry. He learned a lot throughout his time there, but none as important as the inspiration that sparked Joseph to take a different approach to the managing of client’s finances. In his opinion, too many advisors were focused on their payday rather than the client’s payday. From this realization, Joseph developed a pro-client strategy that he applies to every client that sits down with him to discuss their future. He understands that clients are entrusting him with everything they have worked so hard to build, and he views it as his honor to be the one chosen to help them protect it.

Joseph attributes his personal and professional success to his lifelong quest to becoming the best version of himself. This dedication to constant improvement reminds Joseph that no life is without challenge, but turning those challenges into opportunities requires one to always be active in the pursuit of betterment for their own lives and those around them.

Above all, it is Joseph’s family that inspires him to live as an example of integrity in action. He sees his incredible wife, Kathy and their three beautiful children every time a client mentions their own family. He knows the reason for his clients meeting with him is for the guidance to provide the best possible future for their loved ones. Fortunately for his clients, this Marine Corp Captain would risk life and limb to protect their family and ensure their future security as if they were his own.