Alex Castaneda

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

Building client trust through clear and honest communication

As a Client Service Associate, Alex assists in the logistics of onboarding and supporting clients. Alex also helps plan and run marketing strategies for the firm, using his technical capability to his advantage. Besides carrying out these roles, Alex is studying for the Certified Financial Planner designation in order to build out his financial planning skills.

Originally from Portland, Alex is happy to stay in the Northwest. In his free time, you can find him 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.