Meet the Team

Alex Castaneda, CFP®

Lead 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 a Lead Advisor, I enjoy really getting to know families and building long-lasting relationships as I help them achieve their financial goals. I particularly focus on helping tech professionals manage their company benefits and optimize tax savings.

When working with someone, I will always be there to answer any questions and provide guidance in regard to complex decision making as life and plans inevitably change.

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

Recently Published

BLOGS

Should You Participate in Microsoft ESPP?

How Do Microsoft Restricted Stock Units (RSUs) Work?

VIDEOS

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.

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