AJ Castaneda was born in Oregon and raised in Northern Michigan; he is an enrolled agent (EA) and licensed investment advisor representative (IAR). Since earning his credentials in 2024 and 2025, AJ has specialized in blending tax expertise with investment strategy to help clients achieve their financial goals.
In his career, he is driven by a passion for helping clients make informed, wise decisions about their financial future. Outside of work, AJ enjoys running, golfing, and spending time outdoors with his wife, Allison, and their dog, Frank.
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Investment advisory services offered through HBW Advisory Services LLC. HBW Insurance & Financial Services, Inc. dba HBW Partners and HBW Advisory Services are separate entities which do not offer legal or tax advice.
