Broker Check

RockDen Advisors Merges into Capital Squared Financial

        

Written by Alex Seleznev, MBA, CFP®, CFA | April 17, 2024



RockDen Advisors is a boutique-style wealth management firm in Alexandria, VA that specializes in providing sophisticated investment strategies for individuals and families who are transitioning or in retirement.

Asi De Silva, CFA, the managing member of RockDen Advisors, brings over 25 years of experience with multi-billion-dollar hedge funds and institutional investment firms.

This experience provides Asi with a deep understanding of what it takes to protect our clients’ savings in any market environment.

RockDen’s unique expertise and dedication to client service further enhance CSF’s capabilities to provide exceptional financial planning and investment advisory services to our clients.

The combined firm will have over $82,000,000 in assets under management (AUM).

Our focus will remain on retirement planning, including tax minimization strategies, and crafting investment portfolios individually designed to protect and grow our clients’ assets in any environment.

Over the next several weeks, we will release a video interview with Asi where he discusses why joining CSF is the best choice for his team and clients. We will also publish Asi’s thoughts on the markets and current economic environment.

 


If you have any questions, please do not hesitate to contact us:

Alex Seleznev, MBA, CFP®, CFA

Alex.Seleznev@csqfinancial.com

240.600.1678

 

Asi De Silva, CFA

Asi.DeSilva@csqfinancial.com

240.600.0808

 

 

We look forward to providing enhanced financial planning services to the existing clients of CSF and we warmly welcome RockDen’s team and clients to the firm!




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