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


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


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


Helpful Financial Planning Resources