Author: Sam Castaneda

Sam Castaneda

Sam Castaneda
Samuel J. Castaneda, Jr. (Sam) is a Wealth Advisor for ARQ Wealth Advisors, LLC. with 13 years of investment management and financial planning experience. Sam graduated from New Mexico State University with a bachelors degree in Finance. He earned his Certified Financial Planner designation in 2011. During his final year in high school, Sam had the opportunity to participate in a program designed to help place candidates in a professional work environment and earn college credits by attending local university courses focused on Finance. Ultimately, Sam worked for and was mentored at a local community bank to see firsthand the different areas of banking. He immediately took interest in the investments side of the business and, with the financial support of his parents, made his first investment into a mutual fund. He was intrigued by the ability to watch his money grow and just a short-time after made the jump to the investments world to do the same for others. Prior to joining ARQ Wealth Advisors, LLC Sam held the position of Wealth Advisor and Vice President of NB|AZ Wealth Advisors. In this role, Sam helped develop and manage portfolio solutions for a vast array of clients to meet their objectives towards accumulating wealth, as well as creating income during retirement years. Sam has conducted the annual wealth management seminar for the Phoenix Suns rookie class to provide best tips on how to be financially successful. He has also volunteered for local charitable events conducted by United Way-Valley of the Sun and helped prepare income tax returns for low to moderate income households. Sam is originally from Las Cruces, NM (Go Aggies!). He relocated to Arizona in 2006 and currently spends his free time doing outdoor activities, ranging from hitting the hiking trails to competing in 5K runs. He also enjoys rooting on his favorite sports teams and the occasional travel with friends and family.

Recent Posts

Are You Ready to Retire? 5 Questions to Ask Yourself

By Sam Castaneda
November 04, 2019

Whether your Scottsdale or Phoenix retirement is just around the corner or it is still years away, it is worthwhile to begin planning for the day you[…]

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High net worth living in Scottsdale, Arizona

By Sam Castaneda
September 23, 2019

Scottsdale, Arizona is an affluent, art-centered, and picturesque city just east of Phoenix. At a median resident age of 50 years, the city is home[…]

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5 Millionaire Myths Broken

By Sam Castaneda
August 19, 2019

If you’ve ever had aspirations to become a millionaire—and let’s face it, who hasn’t? —then you probably have some preconceived notions about how[…]

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5 Simple Steps to Rid Yourself of Debt

By Sam Castaneda
July 22, 2019

Do you find yourself in a cycle of debt – paying minimum monthly balances only to see your debt stay the same – or possibly even increase? If so,[…]

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Create a Budget That Works for You in 5 Easy Steps

By Sam Castaneda
June 17, 2019

Does the thought of getting an unexpected bill in the mail send sweat down your spine – you know you wouldn’t have the funds to cover it if it came?[…]

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10 Ways to Help Build Wealth When You’re Young

By Sam Castaneda
May 20, 2019

If you’re in your 20s and already thinking about building wealth and how to get ready for retirement, kudos to you! There’s no greater gift you can[…]

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