Aldo Castaneda, CFP®, CLU®, CFA®
Designations and Licenses
Aldo is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Life Underwriter® and holds the Chartered Financial Analyst® designation.
Experience and Education
Aldo provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.
Prior to joining Mariner Wealth Advisors, Aldo was a senior financial advisor with Evensky and Katz Foldes Wealth Management. In this role, he delivered financial advice to clients by recommending effective and individualized wealth management strategies to meet their financial goals through investments and tax, retirement, insurance and estate planning.
Aldo has a bachelor’s of business administration degree in financial management from the Monterrey Institute of Technology and Higher Education in Mexico. Since moving to the U.S., Aldo has earned Master of Science degrees in personal financial planning with a concentration in charitable giving and in business administration with a concentration in finance, both from Texas Tech University.
Away from the office, Aldo enjoys learning new concepts, watching and participating in sports, outdoor activities, traveling and volunteering. He is a former track and field athlete.