General Info

Josh Castaneda joined First Command Financial Services as a Financial Advisor in February 2020, following a 11-year career in the United States Navy, where he attained the rank of Lieutenant Commander. Josh understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.A graduate of the United States Naval Academy with a Bachelors degree in Systems Engineering, Josh holds Series 7 and 66 securities licenses plus life and health insurance licenses in South Carolina, California, and Texas.Understanding that the biggest obstacle to financial security for most people is their own behavior, Josh serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. His thorough knowledge of military pay and benefits enables him to advise clients on how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP) and take full advantage of other benefits. Josh will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.Active in his community, Josh is board member of the South Carolina Region of the Sports Car Club of America.In his free time, Josh enjoys spending time with friends, traveling, and working on cars.First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the companys Mission of Coaching those who serve in their pursuit of financial security.