Alex Caswell

CFA CFP®

RHS Financial

Wealth Planner

Alex Caswell

CFA CFP®

RHS Financial

Wealth Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Alex Caswell, CFA CFP®

415-495-2900

Everyone deserves to be the best version of themselves. Wealth management for the dreamers.

Meet Alex Caswell

Alex Caswell is a San Francisco, CA fee-only financial planner. RHS Financial provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Alex Caswell is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Alex Caswell is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Contact Alex Caswell

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Office Locations:

  • 930 Montgomery St.
    San Francisco, CA 94133

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