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Felipe Castaneda, CFP®

Felipe Castaneda, CFP®

Financial Advisor

Felipe Castaneda, CFP®, is a Financial Advisor with LPL Financial and the newest member of Sage Financial. He holds his Bachelor of Science degree in Finance from West Chester University, with a double minor in Spanish and International Business. Felipe received his CERTIFIED FINANCIAL PLANNER™ designation in 2019. He holds securities registrations 7, 63, and 66 through LPL Financial as well as Life, Health, Fixed and Variable Annuity licenses. He is a member of the Financial Planning Association.

Felipe began his career in the financial services industry in 2010. What he finds most rewarding is fostering lasting relationships with clients who know they are working with an investment partner dedicated to helping them work towards their goals.

In his time away from the office, he enjoys traveling around the world with his wife and daughter. He also enjoys spending time with family and friends, and playing or watching sports.