# Casita Financial Planning

Casita Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://casitafinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/casita-financial-planning

## Regulatory record

- **CRD number:** 334718
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334718

## About

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.

## Sectors

- Financial Services
- Wealth Management

## People

- Mark Reyes — CFP®, Founder

## 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).

## Related profiles

- [Southfork Investment Management](https://altss.com/profile/southfork-investment-management)
- [NORMALTOWN FINANCIAL LLC](https://altss.com/profile/normaltown-financial-llc)

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Last updated: 2026-08-11T15:06:20.694Z

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