Jesús’s Approach
Jesús E. Zepeda Castro
CFP®, EA
Financial Advisor
Overview
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.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
Education
- Arizona State University
Bachelor of Arts in Business with a Concentration in Financial Planning
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Enrolled Agent
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.