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Alexander Casas

Solid Advice, Sculpting a Strong Fiscal Future

Rock Steady Wealth, Inc.

Richmond

VA

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

Fund Assets in Fund
Tweedy, Browne Global Value Fund <$1M
Fidelity Advisor Emerging Markets Income Fund <$1M
T Rowe Price Media & Telecommunications Fund, Inc <$1M
Mairs & Power Growth Fund, Inc <$1M
SPDR S&P 500 ETF Trust <$1M
Dreyfus Bond Market Index Fund <$1M
T Rowe Price Emerging Markets Bond Fund <$1M
Hancock Horizon Burkenroad Small Cap Fund <$1M
T Rowe Price Health Sciences Fund, Inc <$1M
Homestead Small Company Stock Fund <$1M
iShares Core S&P 500 ETF <$1M
iShares Core S&P Mid-Cap ETF <$1M
iShares Core S&P Small-Cap ETF <$1M
Dodge & Cox International Stock Fund <$1M
Vanguard Equity Income Fund <$1M
SPDR Gold Shares <$1M
iShares iBoxx $ High Yield Corporate Bond ETF <$1M
Vanguard Long-Term Government Bond Index Fund <$1M
Vanguard Intermediate-Term Corporate Bond Index Fund <$1M
Vanguard Long-Term Corporate Bond Index Fund <$1M
Sterling Capital Special Opportunities Fund <$1M
Vanguard Short-Term Bond Index Fund <$1M
Vanguard Intermediate-Term Bond Index Fund <$1M
Vanguard Long-Term Bond Index Fund <$1M
Vanguard Short-Term Government Bond Index Fund <$1M
Vanguard Intermediate-Term Government Bond Index Fund <$1M
Vanguard Short-Term Corporate Bond Index Fund <$1M
USAA Short-Term Bond Fund <$1M
Oppenheimer Senior Floating Rate Fund <$1M
Vanguard Emerging Markets Government Bond Index Fund <$1M
Templeton Global Bond Fund <$1M
American Century Equity Income Fund <$1M
Vanguard Emerging Markets Stock Index Fund <$1M
United States Commodity Index Fund <$1M
Ivy High Income Fund <$1M
Virtus Emerging Markets Opportunities Fund <$1M
Morgan Stanley Inst US Real Estate <$1M

    Firm Client types

    Qualifications

    Experience

    No timeline events available.
    Employer Years Dates
    Rock Steady Wealth, Inc. 3 years, 8 months Oct 2014 - Present
    Casas Computer Consulting, LLC. 4 years, 6 months Dec 2013 - Present
    Deckert Financial Management 6 years, 3 months Feb 2009 - May 2015
    NONE 1 year, 8 months Jun 2007 - Feb 2009

    Designations & Memberships

    Membership information not available

    Articles and Answers

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    Answers

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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jun 2, 2017
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on June 3, 2017
      • $2.2M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 11
        number of clients
      • $200.0K
        Estimated Average Account Balance Per Client

    Rock Steady Wealth, Inc.

    Last updated on March 30, 2017
      • $2.3M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 29
        Accounts
      • $79.1K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees