Planning With a Purpose
Achieving successful outcomes in retirement takes careful planning and thoughtful design. A financial planning process that is intentional, transparent, and disciplined helps individuals and families work toward their life goals while managing their assets with clarity.
"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 mission to educate my clients on what they have and why they have it."
As President of RVA Wealth Management, Caleb leads the firm and guides its planning-first approach and investment philosophy. He is a CFP® professional who focuses on developing thoughtful solutions for clients' most complex planning questions, from equity compensation and concentrated stock to retirement income, tax-aware planning, and legacy. His goal in every relationship is the same: to help clients understand what they have, why they have it, and how each piece supports the life they want.
Hometown Roots
Originally from Mechanicsville, Virginia, Caleb was drawn to RVA Wealth Management by its focus on an engaging, highly personalized client experience and its commitment to doing right by the people it serves. He earned his B.S. in Business from Virginia Tech and began his career serving clients at a wealth management firm in Greensboro, North Carolina, before returning home to the Richmond area to be closer to family. Today he is raising his two daughters in the Richmond area, the role he is proudest of.
EDUCATION
Bachelor of Science in Business, Finance major with a dual concentration in the CFP® and CFA tracks, Virginia Tech
LICENSES
Life, Health, and Annuities licensed in Virginia
DESIGNATIONS
Certified Financial Planner™ (CFP®)