CPA, PFS, CFP®, AIF®, AEP®
Founder
An alumnus of Ernst & Young, Caleb has extensive experience in tax and estate planning, retirement planning, investment planning and management, as well as asset protection and risk management planning. He also has broad understanding of the capital markets and foreign exchange market, and formerly spent years trading complex equities derivatives and foreign currencies.
Caleb graduated summa cum laude with a Bachelor of Science in Business Administration degree. He is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary and Accredited Estate Planner designee, and Personal Financial Specialist, a designation awarded to CPAs with considerable financial planning expertise and currently held by fewer than 4,500 CPAs nationally. His professional memberships include the AICPA, California Society of Certified Public Accountants, Financial Planning Association, Financial Services Institute, Investment Management Consultants Association, and National Association of Estate Planners & Councils. Caleb also holds a California insurance license (No. 0G97571).
Caleb is passionate about working out and living a healthy lifestyle. He is also an avid soccer fan, and enjoys playing sports. A loyal fan of the Vancouver Canucks, LA Lakers, and NY Giants, Caleb resides in San Marino, California with his wife and two daughters.
