Felipe  Castaneda,  CFP<sup>&reg;</sup> - Financial Advisor

Felipe Castaneda, CFP®

Sage Financial LLC

2137 Embassy Dr, Ste 117
Lancaster, PA 17603
(717) 399-5455

General

Felipe Castaneda is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sage Financial LLC in Lancaster, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: PA
  • Health/disability insurance: PA
  • Fixed annuities: PA
  • Variable annuities: PA

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth

More

Helpful Financial Planning Resources