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José Castañeda

Client Solutions Representative

José graduated from the University of Colorado’s Leeds School of Business in May of 2018 and joined Mercer Advisors shortly after. He obtained a Bachelor of Science degree in Finance and was a member of the inaugural class to graduate with an option in Personal Financial Planning. As a Freshmen in college, José founded his own furniture moving company to help pay for his college tuition expenses. He is engaged to his college sweetheart, who he met at orientation. They are both actively saving for their wedding in July of 2020. José holds the FINRA Series 65 License.

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