Alex Castaneda

Associate Advisor
Direct: (425)-531-7326
Office: (425) 467-1011 Ext. 206

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 get to know your personal situation in depth and will always be there to answer any questions as well as provide guidance in regards to complex decision making. Additionally, I am currently studying for the Certified Financial Planner designation to further build upon my financial planning skills.

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.


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


Interested in Learning More? We'd Enjoy Meeting You.