Caleb knows the importance of financial planning for his clients and enjoys helping them reach their goals. He accomplishes this by applying a wealth management process to define client goals and create recommendations to attain them. In addition to providing financial planning, Caleb helps business owners structure their business retirement plans to reduce risk by evaluating fees, using a process for investment selection and providing education to employees.
Holding the Certified Plan Fiduciary Advisor credential (CPFA), and being a candidate for the CERTIFIED FINANCIAL PLANNER™ certification, represents his desire to help his clients. A CPFA is an individual who demonstrates expertise in working with retirement plans. To become a candidate for the CFP® mark, an individual must pass an exam that consists of two 3 - hour sessions over one day, and graduate from a CFP Board registered bachelor program.
Currently, Caleb resides with his wife, Brooke, in Hampden. In his spare time, he enjoys golfing, walking with his dog, DIY projects, as well as traveling to tropical locations and national parks.
Registered States: CT, FL, GA, MA, ME, NH, SC, TX