Investment Advisor, Enrolled Agent
(616) 682-4604 ext. 104
acastaneda@pathwayfd.com
AJ Castaneda, EA
Aaron Castaneda (AJ) began working at Pathway Financial Design and HBW Partners Tax Services LLC in 2021 and does much of his work in our bookkeeping and tax department. He currently heads up the tax and accounting division in our Traverse City office as an EA (Enrolled Agent) with the IRS as of November 2024.
AJ also holds his Series 65 securities registration and is an IAR (investment advisor representative). He loves to work with and help small businesses, transferring some of his knowledge as a small business owner of a local window cleaning company.
“I chose a career in financial planning because I want to help clients achieve their long-term goals,” he says.
”In fact, my mission as an advisor is to help as many people as possible change their family’s financial trajectory and build generational wealth."
— AJ Castaneda
Aaron continues, “By taking a holistic approach, I aim to address all aspects of their financial well-being, helping them to make confident, informed decisions for every stage of life.”
“At Pathway Financial Design, we are a one-stop-shop for all our clients’ financial needs. From investments to retirement planning and taxes, we help our clients benefit from a comprehensive approach. What I personally enjoy the most about my job is seeing a client’s anxiety relieved because they are walking alongside an advisor who cares about their future,” AJ says.
Originally from Kalkaska, Michigan, AJ now lives in Traverse City with his wife, Allie, and their dog, Frank. In his free time, AJ enjoys golfing, hiking, baseball, and spending time with his family and friends.
