Philip Castaneda

Philip Castaneda Email and Phone Number

Senior Vice President @ Wealth Management
plymouth meeting, pennsylvania, united states
Philip Castaneda's Location
San Jose, California, United States, United States
Philip Castaneda's Contact Details
About Philip Castaneda

Philip Castaneda is a Senior Vice President at Wealth Management. He possess expertise in wealth management, retirement planning, investments, estate planning, retirement and 10 more skills.

Philip Castaneda's Current Company Details
Wealth Management

Wealth Management

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Senior Vice President
plymouth meeting, pennsylvania, united states
Website:
wealthmanagement1.com
Employees:
51
Philip Castaneda Work Experience Details
  • Wealth Management
    Wealth Manager
    Wealth Management Jun 1992 - Present
    San Jose, Ca.
    I retired on July 1, 2024
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Philip Castaneda Skills

Wealth Management Retirement Planning Investments Estate Planning Retirement Series 7 Mutual Funds Portfolio Management Asset Allocation Strategic Financial Planning Mortgage Lending Loans Public Speaking Banking Small Business

Philip Castaneda Education Details

Frequently Asked Questions about Philip Castaneda

What company does Philip Castaneda work for?

Philip Castaneda works for Wealth Management

What is Philip Castaneda's role at the current company?

Philip Castaneda's current role is Senior Vice President.

What is Philip Castaneda's email address?

Philip Castaneda's email address is ph****@****rbc.com

What is Philip Castaneda's direct phone number?

Philip Castaneda's direct phone number is +140871*****

What schools did Philip Castaneda attend?

Philip Castaneda attended University Of California, Berkeley, De Anza College, Homestead.

What are some of Philip Castaneda's interests?

Philip Castaneda has interest in Golf, Coaching Baseball.

What skills is Philip Castaneda known for?

Philip Castaneda has skills like Wealth Management, Retirement Planning, Investments, Estate Planning, Retirement, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Strategic Financial Planning, Mortgage Lending, Loans.

Who are Philip Castaneda's colleagues?

Philip Castaneda's colleagues are D. Chandler Russell, Zhang Yuchong, Francesco Traina, K Senno, Laine Wolf, Adil Zaher, Jeri Cooper.

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