Felipe Castaneda CFP®
P: (717) 399-5455
F: (717) 850-4441
Felipe Castaneda, CFP®, believes that a successful financial plan is built on a foundation of trust and a lasting personal relationship. As a CERTIFIED FINANCIAL PLANNER™, he partners with clients to truly understand their unique goals and to help them navigate their financial journey with confidence. He also offers bilingual financial planning and advisory services in both English and Spanish.
With a career in the financial services industry since 2010, Felipe’s commitment to his clients is supported by his advanced education. He holds a Master’s of Science in Personal Financial Planning (MSPFP) and a Bachelor of Science in Finance from West Chester University.
Felipe is an active member of the Financial Planning Association. He also holds comprehensive securities registrations series 7 and 63 through LPL Financial, and series 66 through Private Advisor Group, as well as life, health, and annuity licenses. These qualifications enable him to provide knowledgeable insights and tailored advice for each individual client’s specific financial needs.
Outside of the office, Felipe enjoys traveling with his wife and daughter, spending time with friends and family, and watching sports.
