About Caleb
I am a CERTIFIED FINANCIAL PLANNER™ with a mission to guide leaders to implement wise financial decisions that advance their vital purpose. Many business owners miss out on wealth potential because they don’t have time to research unique tax and investment ideas. My team and I guide business owne... how vigilant I am about following through.
Areas of focus
Credentials & background
Designations
CFP
Licenses
Series 66
Education
Bachelor of Science (B.S.), Business Administration; Minor: Finance Northern Illinois University (2004)
Clients served
Business OwnersWealthy FamiliesInheritorsHigh Net Worth IndividualsRetireesNew InvestorsReal Estate AgentsSurviving SpousesEntrepreneursDentists
The firm
Ridgeline Private Wealth