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: Uncommon Sense
There’s often plenty of angst over market collapses, but the RBC Wealth Management Portfolio Advisory Committee looks at some misconceptions with an eye-opening dose of reality. Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:
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.
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.