Evan de Castro

High Net Worth Financial Advisor

Role
High Net Worth Financial Advisor at Vanguard
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Evan de Castro

As a High Net Worth Financial Advisor at Vanguard, I am dedicated to providing tailored financial strategies that help my clients achieve their long-term goals and secure their financial futures. With a CFP® certification and a background in finance and accounting, I leverage my expertise to offer comprehensive wealth management solutions.I hold degrees in Finance and Accounting from Virginia Tech, where I developed a strong foundation in financial principles and analytical skills. Let\'s connect and explore how we can work together to create a solid financial strategy for your future.

Experience

  1. High Net Worth Financial Advisor

    Vanguard

    Aug 2024 — Present · Charlotte, NC, US

Education

  • Virginia Tech - Pamplin College of Business

    Finance & Accounting

    2018 — 2022

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Evan de Castro — High Net Worth Financial Advisor at Vanguard in Charlotte, NC, US | Unifers