Geneva Castaneda

With over 31 years of experience in the financial services industry, Geneva Castaneda brings deep operational expertise and a strong commitment to client service. She began her career in 1994 with A.G. Edwards & Sons, Inc., where she earned her Operations Certification and Series 7 registration. Throughout her career, Geneva has supported advisors and clients through significant industry events—including the dot-com bubble, the aftermath of September 11th, and the COVID-19 pandemic—with resilience and precision.

In 2008, Geneva played a key role in establishing the Stifel Nicolaus branch in Monterey, CA, serving as Operations Coordinator and Registered Financial Associate. Her leadership ensured a seamless transition for representatives and their clients, while maintaining efficient office operations.

In 2023, Geneva joined LPL Financial to support advisors through the Admin Solutions Program. She works directly with advisors and their clients, providing dedicated administrative support and collaborating with a team of professionals to ensure tasks are completed accurately and efficiently.

Education & Credentials
Geneva holds an Associate of Applied Science Degree in Accounting from Heald Business College. She is registered with LPL Financial and holds the FINRA SIE, Series 99, Series 7, and Series 63 designations.
Please note: Activities requiring FINRA registrations are not within the scope of her current role.

Personal Life
Outside of work, Geneva enjoys spending time with her husband, Alex, their son, Anthony, and their lively household of pets—including two French Bulldogs, a Yorkie, and two hens. Whether relaxing at home or caring for her animals, she finds joy in the simple moments shared with her family.