Caleb joined Wade Financial Advisory 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 our clients. Previously, he worked in Honolulu Hawaii with a small independent financial planning firm. He brings over 10 years of experience in financial services, including Morgan Stanley, and 5 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 plans to pursue a Certified Financial Planner (CFP®) designation. He is passionate about conducting thorough research, carefully answering financial questions, and providing clear explanations to help our clients make informed decisions.
Outside of work, Caleb volunteers his time at his local church helping with construction projects. On a Saturday morning you would find him with a fresh cup of coffee and a stack of books. He is also an avid skier and nature enthusiast.
2105 South Bascom Ave
Campbell, CA 95008