Meet the Team

Alex Castaneda, CFP®

Associate Advisor
Direct: (425)-531-7326
Office: (425) 467-1011 Ext. 206
Email: alex.castaneda@avieradvisors.com
Schedule Time With Alex

Always there for you

My Role

As an Associate Advisor, my job is to collaborate with the Lead Advisor in the financial planning process. I work to understand your financial situation in depth and will always be there to answer any questions as well as provide guidance in regards to complex decision making. I enjoy getting to know the people I work with and watching them achieve their financial goals.

My Story

Originally from the Portland, Oregon area, I am happy to have stayed in the Northwest. In my free time you can find me enjoying the outdoors, exploring new restaurants, and playing basketball at the local gym.

Education

Bachelor of Arts in Business Administration – Finance and International Business, Oregon State University

Designations

CERTIFIED FINANCIAL PLANNER™ Professional

Licenses

Series 65

READY TO GET STARTED?

Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.

LET'S START A CONVERSATION