Felipe Castaneda, Cfp®

Felipe Castaneda, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER™, Sage Financial LLCHelping young professionals gain financial confidence @ Sage Financial, LLC
Felipe Castaneda, Cfp®'s Location
Lancaster, Pennsylvania, United States, United States
Felipe Castaneda, Cfp®'s Contact Details

Felipe Castaneda, Cfp® work email

Felipe Castaneda, Cfp® personal email

n/a
About Felipe Castaneda, Cfp®

I am a Financial Advisor with over 10 years of experience in the financial services industry and a CFP® designation. At Sage Financial, our mission is to get to know and understand your needs, wants and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.Over the years, we've found that a team approach is the best method to help clients as they maneuver through a complex financial-services world. Most young professionals with corporate careers have started a 401(k). What’s more important than starting a 401(k) plan? Life planning. Young professionals today face many obstacles such as college loan debt, the cost of a wedding, home buying, having children, and planning for their children’s education.Our team of financial professionals can help you. For an introductory conversation please reach out via phone 717-399-5455 or email at Felipe.Castaneda@sagepa.comIn my time away from the office, I enjoy traveling around the world with my wife and daughter. I also enjoy playing or watching many sports including; soccer, basketball, football, baseball, and boxing.Securities offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.For hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section above. Investment advice offered through PRIVATE ADVISOR GROUP, a registered investment advisor. PRIVATE ADVISOR GROUP and SAGE FINANCIAL LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: PA.

Felipe Castaneda, Cfp®'s Current Company Details
Sage Financial, LLC

Sage Financial, Llc

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CERTIFIED FINANCIAL PLANNER™, Sage Financial LLCHelping young professionals gain financial confidence
Felipe Castaneda, Cfp® Work Experience Details
  • Sage Financial, Llc
    Financial Advisor
    Sage Financial, Llc Oct 2019 - Present
    Lancaster, Pa, Us
  • Td Ameritrade
    Financial Consultant
    Td Ameritrade Feb 2018 - Sep 2019
    Omaha, Ne, Us
  • Scottrade
    Investment Consultant
    Scottrade Sep 2010 - Feb 2018
    Saint Louis, Mo, Us
  • Wells Fargo
    Personal Banker
    Wells Fargo Apr 2010 - Sep 2010
    San Francisco, California, Us
  • Wachovia Bank
    Customer Service And Sales Representative
    Wachovia Bank May 2008 - Apr 2010

Felipe Castaneda, Cfp® Education Details

  • College For Financial Planning
    College For Financial Planning
    Financial Planning
  • West Chester University Of Pennsylvania
    West Chester University Of Pennsylvania
    General

Frequently Asked Questions about Felipe Castaneda, Cfp®

What company does Felipe Castaneda, Cfp® work for?

Felipe Castaneda, Cfp® works for Sage Financial, Llc

What is Felipe Castaneda, Cfp®'s role at the current company?

Felipe Castaneda, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™, Sage Financial LLCHelping young professionals gain financial confidence.

What is Felipe Castaneda, Cfp®'s email address?

Felipe Castaneda, Cfp®'s email address is fe****@****epa.com

What schools did Felipe Castaneda, Cfp® attend?

Felipe Castaneda, Cfp® attended College For Financial Planning, West Chester University Of Pennsylvania.

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