About the Company
Ancora Financial was created in 2001, by David Carlile and Joseph Castilleja. Dave and Joey were good friends who realized that they had not been taught the skills necessary to plan for a prosperous retirement. They both knew that even with their employer sponsored, qualified plans and Roth IRAs they would not come close to the retirement income needed to continue their current standards of living into perpetuity.
Dave and Joey had an epiphany when they were introduced to a seasoned asset manager by the name of Douglas Andrew. Their first experience with Mr. Andrew was by way of reading his first book titled “Missed Fortune.” Dave and Joey then began practicing the techniques they had learned with great success. When Dave and Joey found themselves helping their friends and family perfect their new-found system they realized that this would become their mission—to help all who would listen to balance their human, intellectual, civic, and financial assets in a way such that their wealth would last for generations to come.
Ancora Financial is now a healthy and rapidly expanding company servicing clients across the entire United States. All Ancora associates are contractually bound to serve their client’s best interest before considering their own compensation while always upholding our corporate policy of information without obligation. Every Ancora associate is also a member of “The Equity Alliance Matrix” (T.E.A.M.) which is an organization taught and administrated by Douglas Andrew, author of “Missed Fortune” and “Missed Fortune 101.” Ancora Financial’s home office is located in Washington State on Lake Chelan.
Managing Principals: Joey Castilleja, Jarred Teague, Dave Carlile
If you have a desire to join our team you are invited to our careers page.
