José Castañeda

Wealth Advisor

José Castañeda



José is a seasoned entrepreneur and a CERTIFIED FINANCIAL PLANNER™ professional advocating for his client’s financial empowerment. His entrepreneurial journey began during college at the University of Colorado, Boulder, where he established a successful moving company, demonstrating his innate drive and business acumen. Today, José channels his extensive financial expertise to help clients navigate the intricacies of comprehensive financial planning, ensuring that their long-term objectives are not only straightforward but also comfortably attainable. Outside of work, José enjoys traveling, exploring the culinary scene of Dallas alongside his wife, maintaining an active lifestyle at the gym, and supporting his alma mater, the CU Buffs.


1 Horizon Court
Suite A
Rockwall, Texas 75032

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