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Rock Steady Wealth, Inc. caters to our client’s needs and wishes, working hard to provide a well-founded financial infrastructure. This financial groundwork will be our client’s launch pad for attaining current and future financial objectives through strategic risk management, fundamental technical and quantitative analysis, straightforward communications, and trustworthy expedient service.

Biography

Alexander Casas – Investment Advisor Richmond,VA
CEO Rock Steady Wealth, Inc.

Alexander Casas has been working in the financial field for over six years. Before starting Rock Steady Wealth, Inc. he worked for a Midlothian, Virginia area investment advisory firm where he oversaw day to day operations, met with clients to help improve their finances, and designed monitored and executed portfolios to help clients achieve their financial goals. While at this same firm, he implemented and managed a $12 million fixed income portfolio for clients by individually researching and analyzing the companies countries and municipalities, negotiating for the best possible pricing, and ensuring that each individual client reached their income needs in an extremely low interest rate environment. He also provided research analysis and trade execution for a nearly $20 million stock and ETF portfolio and a $30 million mutual fund portfolio. Each company, fund, and country was researched and analyzed meticulously and regularly to mitigate the continually shifting risks of the world.

Prior to and while working in the investment field, Alexander has worked in Information Technology for fifteen years, building and maintaining servers, workstations, LANs, WANs, and VPNs. He created infrastructures which allowed his clients to work where and how they wanted. He has reviewed and edited published technical manuals for networking, servers, and operating systems. He also continues to own and operate Casas Computer Consulting, LLC to keep him abreast of the many new and exciting technologies before they become standards.

His expertise in IT allows him to develop financial models, analyze investments, and develop trading algorithms from a perspective that differs from most professional investors. This highly specialized combination of talents helps keep him and his clients ahead of the emerging trends and risks. In his spare time he enjoys playing indoor and outdoor soccer, backcountry snowboarding, computer gaming, motorsports, and finding a new adventure through travel.

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