Jesús E. Zepeda Castro

Jesús Zepeda Castro is a financial advisor in our Scottsdale, Arizona, office. A CERTIFIED FINANCIAL PLANNER® professional, Jesús works with individuals and families to help them align their financial decisions with their long-term goals, with an emphasis on education and clear communication in both English and Spanish. In addition, he is an Enrolled Agent (EA), licensed by the Department of the Treasury to practice before the Internal Revenue Service.

Before joining Savant, Jesús served as a senior associate on the Advanced Wealth Planning team at Lido Advisors, where he worked with high-net-worth families with business interests, concentrated stock positions, real estate holdings, and cross-border planning considerations. He also served as an international financial planner at Creative Planning International, helping international families, U.S. expatriates, and non-U.S. persons navigate investment, estate, and tax planning needs. Earlier in his career, he advanced from financial planning intern to financial planner at Sonmore Financial in Chandler, Arizona.

Jesús earned a bachelor’s degree in business with a concentration in financial planning from Arizona State University. He also received the Schwab RIA Talent Advantage® Scholarship.

Jesús married his wife, Diana, in 2026. They share their home with two Chihuahua mixes, Sadie and Chiquita. Together, they enjoy traveling, discovering new foods, and watching their favorite shows.