Hever Castro Financial Planning Specialist

Hever Castro is a Financial Planning Specialist in the Financial Planning Department at Cassaday & Company, Inc and has been with the firm since August of 2022. 

In his role, Hever prepares detailed analyses for clients, including research, retirement projections and risk evaluations in collaboration with advisors. His objective is to deliver high-quality service to clients.  

Before joining the firm full-time, Hever interned in the Client Services Department, where he learned the importance of maintaining transparent and communicative relationships with clients.  

Hever graduated from George Mason University with a Bachelor of Science in Finance. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) * and Accredited Wealth Management Advisor (AWMA ®), and holds the Series 6, 63 and 7 securities, as well as Life & Health Insurance Licenses in Virginia.  

In his free time, Hever enjoys exercising and spending time with friends and family. A native of Northern Virginia, he resides in Falls Church, VA.  

Hever is a registered assistant with Osaic Wealth, Inc. He is not registered with Cassaday & Company, Inc., and does not offer investment advisory services. 

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.