CALEB VAUGHAN
CFP®
Associate Advisor
Direct: 804-622-8084
caleb@rvawm.com

PLANNING WITH PURPOSE

Successful outcomes in retirement are not achieved by sheer luck, but, rather, by design. Adherence to a financial planning process that is intentional, transparent, and disciplined allows individuals and families to maximize their life goals while maintaining confidence that they will not outlive their assets.


“It is important that your financial life is purposeful. This means that each facet should be supportive of your personal financial goals and integrated with the other aspects of your comprehensive financial plan. To that end, I make it my personal mission to educate my clients on what they have and why they have it.”

Caleb is a CFP® and brings with him a wealth of financial planning knowledge to the firm. Caleb specializes in developing creative solutions for our clients’ most complex problems.

HOMETOWN ROOTS

Caleb was attracted to RVA Wealth Management because of the firm’s focus on delivering an engaging, highly-personalized client experience and its commitment to the highest standard of integrity.

Originally from Mechanicsville, Virginia, Caleb obtained his B.S. from Virginia Tech and spent nearly 6 years serving clients at a prominent wealth management firm in Greensboro, North Carolina. Caleb and his wife Jenny decided to move back home to be closer to family after the birth of their second daughter.

Education

Bachelor of Science in Business, Finance Major with a dual concentration in the CFP® and CFA tracks, Virginia Tech

Licenses

FINRA Series 7 (General Securities Representative) and 66 (NASAA Uniform Combined State Law); Life, Health, and Annuities licensed in Virginia

Designations

Certified Financial Planner™ (CFP®)

Contact RVAWM

 

We offer a complimentary consultation for all prospective clients to learn more about our firm and how we can help you define and reach your financial goals.

RVA Wealth Management


4050 Innslake Dr., Suite 155

Glen Allen, VA 23060
 Office: 804-497-2100

Fax: 804-612-3705

info@rvawm.com

RVA Wealth Management LLC ©2009 All rights reserved.

Securities: Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), which is an affiliate of Kestra IS. RVA Wealth Management is a member of Fusion Advisor Network, a platform of Kestra IS. Kestra IS and Kestra AS are not affiliated with RVA Wealth Management nor any other entities listed on this site. Kestra IS and Kestra AS do not provide tax or legal advice.

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