Geneva Castaneda

Geneva Castaneda

Client Service Associate

Geneva joined Higgins & Schmidt Wealth Strategies in 2024 and currently works as our Client Service Associate. She utilizes her extensive industry experience to support our team with our operations and back office processes.

Geneva has been in the financial industry for over 29 years. She began her career in 1994 at A.G. Edwards & Sons, Inc. Here Geneva earned her Operations Certification and Series 7. In 2008, Geneva helped open the Stifel Nicolaus, Inc branch in Monterey, CA. As an Operations Coordinator and Registered Financial Associate, she helped transition representatives and their clients along with the operation of the office. Geneva has her FINRA SIE Designation and Series 99, 7, and 63.

Geneva is located in San Diego, California. After work, Geneva enjoys spending time with her husband, Alex, their son, Anthony, and French Bulldog Bubba.

tel. 720.287.0918
Geneva@hdwscolorado.com

Visit my LinkedIn profile

FINRA's BrokerCheck

Disclaimer Corner

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Higgins & Schmidt Wealth Strategies, a registered investment advisor and separate entity from LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation does not ensure a profit or protect against a loss. Stock investing involves risk including loss of principal. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

CONTACT US

We'd love to hear from you. Send us an email, and we'll get back to you right away.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Higgins & Schmidt Wealth Strategies, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, CO, CT, FL, IL, IN, MD, MN, NC, NY, WV.

©2024 Higgins & Schmidt Wealth Strategies • 1934 Market Street, Denver CO 80202

FINRA’s BrokerCheck