Hever Castro is a Paraplanner in the Financial Planning Department at Cassaday & Company, Inc and has been with the firm since August of 2022.
Hever’s responsibilities include preparing analyses for clients regarding retirement cash flow projections, social security income, and a discussion of risk evaluation in consultation with advisors. His goal is to provide high quality service to advisory clients.
Prior to joining the firm as a full-time employee in August of 2022, he interned for the Client Services Department where he gained an understanding of the importance of transparent and communicative relationships with clients.
Hever is a graduate of George Mason University and holds a Bachelor of Science in Finance. He also holds the Series 6 and 63 securities registrations, and a Life and Annuities License.
While at George Mason, Hever was a member of the Mason Investment Club.
In his spare time, Hever enjoys exercising and spending time with friends, & family. A Northern Virginia native, Hever resides in Falls Church, VA.
Hever is a registered assistant with Osaic Wealth. He is not registered with Cassaday & Company, Inc., and does not offer investment advisory services.