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Casita Financial Planning
Casita Financial Planning helps people make empowered financial decisions. The firm provides financial planning by empathically listening, educating, and...
Casita Financial Planning
Casita Financial Planning helps people make empowered financial decisions. The firm provides financial planning by empathically listening, educating, and providing clear counsel. As Certified Financial Planner® Professionals, they are required to put clients' interests first. Founder Mark Reyes, CFP® specializes in helping Gen X, Millennial and Gen Z adults with their money.
General information
Firm type
RIA
Principals
Mark Reyes
CFP®, Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Casita Financial Planning?
The firm does not publicly name specific principals or investment professionals. As a fee-only RIA, investment decisions are made by the advisory team based on client goals and risk profiles (public record).
How does Casita Financial Planning source proprietary deal flow?
Casita is a fee-only financial planning and investment management firm, not a venture or private equity investor. The firm sources investment opportunities through standard market channels, not proprietary deal flow (public record).
What investment stages does Casita Financial Planning typically target?
Casita targets long-term growth and risk management across all market cycles, with no specific stage focus. The firm adjusts asset allocation based on individual client time horizons and risk tolerance (public record).
Which sectors does Casita Financial Planning explicitly avoid?
The firm does not publicly disclose sector exclusions. Investment selections are made based on client-specific needs rather than negative screening (public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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