Philip T Castaneda - RBC Wealth Management - San Jose, CA
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Philip T Castaneda - San Jose, CA
Philip T Castaneda, AWM 
First Vice President - Financial Advisor
Private Client Group
Portfolio Manager - Portfolio Focus
99 Almaden Boulevard
Suite 300

San Jose, CA 95113
Map & Directions

Phone: (408) 947-3310
Fax: (408) 298-8295

There’s Wealth in Our Approach.

Please be informed that effective Monday, March 17th, we will be relocating our office to the 3rd floor of the same building!
Our new address is:
99 Almaden Boulevard, Suite. 300
San Jose, CA 95113

Our main phone numbers are:
Main Phone:  (408) 292-2442
Toll Free:  (800) 421-2746
Fax:  (408) 298-8295

 

 

 

"Be fearful when others are greedy, and be greedy when others are fearful."  Warren Buffett


Financial Markets Commentary: Getting Past Greece

GlobalInsight.jpgGreece’s call for a referendum on whether to accept its creditors’ terms has shaken markets. While a correction could play out over weeks or months we think the day will be carried by the strengthening of most of the world’s developed economies led by the U.S. Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:


Value Statement
Phil Castaneda provides individual and corporate investors a broad spectrum of financial services with an emphasis on specialized portfolio management. With over 29 years of investment experience, he combines his financial knowledge with a dedication to his clients’ individual needs. By developing a close working relationship with his clients, Phil helps create portfolios that are a true reflection of each client’s investment temperament and financial objectives.

Let's Take the Next Step Together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.


Contact Me


Philip T Castaneda is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, FL, HI, IA, ID, MA, MI, MN, NC, NJ, NV, NY, OH, OR, SC, TX, UT, VA, VT, WA, WI

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.


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