Caleb joined Wade Financial Advisory, Inc. (WFA) as an Associate Advisor in June of 2018. He is responsible for working with our senior advisors and clients to ensure a seamless experience. In this role, he is managing aspects of financial planning and modeling, assisting in all elements of client meetings, and coordinating follow-up and communication with WFA’s clients.
Caleb has a proven track record as a problem solver with an eye for detail, is a patient listener and a thorough communicator. He previously worked in Honolulu, Hawaii, with a small independent financial planning firm. He brings over ten years of experience in financial services, including Morgan Stanley, and five years of experience helping families and small businesses with holistic financial planning.
Caleb holds a degree in Economics and Business from Westmont College in Santa Barbara. He currently is studying to obtain his Certified Financial Planner (CFP®) designation. In his past roles, he held the FINRA Series 7 and Series 66 licenses.
He is passionate about conducting thorough research, carefully answering financial questions, and providing clear explanations to help our clients make informed decisions. His favorite client interactions are the ones in which they leave the office with a greater sense of confidence and clarity.
Outside of work, Caleb has volunteered his time at his local church helping with construction projects. On a Saturday morning, you will find him with a mug of coffee, a stack of books, and his iPad. He is also an avid skier and with a deep appreciation for Alpine country when the opportunity arises.