A complete list of active advisors currently associated with Castaneda Financial Management

Warmer can help you find a great advisor at Castaneda Financial Management or one who fits your needs even better.

Castañeda Financial Management LLC provides discretionary portfolio management and complementary financial planning primarily to individual and high-net-worth clients. The firm develops an Investment Policy Statement for each client and tailors ongoing account management to individual goals, time horizons and risk tolerances. CFML’s investment process combines multiple methods of analysis — including charting, fundamental and technical analysis, quantitative models, and modern portfolio theory — and generally implements a long-term trading strategy. The firm limits its advice to instruments such as mutual funds, fixed income, real estate funds/REITs, ETFs (including precious-metal ETFs), annuities, commodities and certain non-U.S. securities, and states a policy of seeking fair allocation of investment opportunities across client accounts. A distinctive feature is that the firm’s principal is a licensed insurance agent and may recommend and sell insurance products (including annuities), a relationship CFML discloses and manages as a potential conflict of interest. The firm also requires clients to custody assets at Schwab Institutional, does not delegate to third‑party investment managers, and operates with a relatively small, concentrated client base given its assets under management.

To learn more about the advisors currently working at Castaneda Financial Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.