Meet the Team
Alex Castaneda, CFP®
Office: (425) 467-1011 Ext. 206
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.
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Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.