Herson Castaneda
Financial Advisor @ Schuster Anderson Wealth Advisors | Series 7, 66
- Role
- Financial Advisor at Schuster Anderson Wealth Advisors
- Location
- Grand Island, NE, US
- LinkedIn followers
- 500 followers
About Herson Castaneda
Schuster Anderson Wealth Advisors relies on a collaborative approach to provide customized financial solutions for clients. With over four years of experience as a Financial Advisor, I focus on retirement planning, life insurance strategies, and investment guidance, ensuring that families and individuals feel confident in their financial futures. Holding Series 7 and Series 66 registrations, as well as a Nebraska Insurance License, I bring a well-rounded perspective to wealth management. My mission is to deliver actionable financial advice with integrity and clarity, prioritizing the unique needs of every client. At Schuster Anderson Wealth Advisors, I contribute to creating meaningful relationships through empathetic communication and strategic planning. By empowering clients with informed decisions, we help them achieve their long-term financial goals. I am also bilingual in English and Spanish, which enables me to connect with a broader range of clients.
Experience
Financial Advisor
Schuster Anderson Wealth Advisors
Nov 2020 — Present · Omaha, NE, US
Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Schuster Anderson Wealth Advisors and Cambridge are not affiliated. The Information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact. We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling 30••••••02. This email may not be monitored every day, or after normal business hours.
Education
Grand Island CCC
Associate of Applied Sciences in Business Administration
2016 — 2018
Arizona State University
Financial Planning and Services
2022 — 2023
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