Jairo Castaneda

Jairo Castaneda, CFP®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

7393 Lee Hwy

Falls Church, VA 22042-1721

About me

Background

I’m a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, offering more than 15 years of financial services, retirement planning, and investment management experience. Bilingual and fluent in Spanish, I hold my Series 6, 7, 63, and 65 securities registrations and insurance licenses.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Financial Planning
George Mason University 2019 2020
Bachelor of Science in Finance
Strayer University 2008 2012

Personal Interests

I serve as the finance and marketing advisor in the local Truist Business Resource Group, Hispanics Organizing Purpose & Engagement (HOPE). I enjoy spending time with my wife, cat, family, and friends, as well as traveling, watching movies and sports, playing tennis and disc golf, and mountain biking.  

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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