Planning with a purpose.
Achieving successful outcomes in retirement requires careful planning and design.Adherence to a financial planning process that is intentional, transparent, and disciplined can help individuals and families work towards their life goals while managing their assets effectively.
“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®)