We’re glad you’re here! At KWS Financial Group, we believe that financial planning should feel personal and approachable. Whether you’re preparing for retirement, growing your investments, or protecting your loved ones, we’re here to help with clear, tailored advice that fits your life. Let’s work together to build a secure and confident financial future for you and your family.
KWS Financial Group is a network of financial professionals dedicated to helping families and business owners prepare for their financial future.
We concentrate on providing KNOWLEDGE to help you create & maintain your WEALTH while providing quality SERVICE throughout the financial planning process.
Jeremiah Castaneda
CEO/Co-founder
jcastaneda@kwsfinancialgroup.com
Aaron Lumbreras
Executive Vice Chairman/Co-founder
alumbreras@kwsfinancialgroup.com
Joe Huerta
Health & Medicare Specialist
jhuerta@kwsfinancialgroup.com
