Felipe Castaneda Email & Phone Number
Financial Advisor @ Sage Financial, LLC
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Felipe Castaneda Location
- Lancaster, PA, US
Felipe Castaneda Work
- Financial Advisor @ (October 2019 - Present)
- Financial Consultant @ (February 2018 - September 2019)
- Investment Consultant @ (September 2010 - February 2018)
- Personal Banker @ (April 2010 - September 2010)
- Customer Service and Sales Representative @ Wachovia Bank (May 2008 - April 2010)
Felipe Castaneda Education
- College for Financial Planning
Master of Science - MS (Financial Planning and Services)
2022-2024 - College for Financial Planning
CFP Certification Professional Education Program (Financial Planning)
2018-2019 - West Chester University of Pennsylvania
Bachelor's degree (Finance, General)
2003-2007
Felipe Castaneda Skills
- Asset Allocation
- Asset Management
- Banking
- Consolidation
- Consulting
- Customer Relationship Management (CRM)
- Customer Service
- Finance Consulting
- Financial Advisory
- Financial Guidance
- Financial Planning
- Financial Services
- Fluent in Spanish
- Hold Series 63
- Hold Series 66
- Hold Series 7
- International Business
- Investment Management
- Investments
- Leadership
- Modern Portfolio Theory
- Mutual Funds
- Regulatory Compliance
- Retail Banking
- Retirement Planning
- Salesforce.com
- Securities
- Securities Regulation
- Trading
Felipe Castaneda Summary
- Felipe Castaneda, based in Lancaster, PA, US, is currently a Financial Advisor at Sage Financial, LLC. Felipe Castaneda brings experience from previous roles at TD Ameritrade, Scottrade, Wells Fargo and Wachovia Bank. Felipe Castaneda holds a 2022 - 2024 Master of Science - MS in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Asset Allocation, Asset Management, Banking, Consolidation, Consulting and more. Felipe Castaneda has 2 emails and 2 mobile phone numbers on RocketReach.
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Felipe Castaneda
Financial Advisor
Lancaster, PA, US
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