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Caleb Montag, CFP®

Caleb Montag, CFP®

President / Investment Strategist

Caleb Montag is a CERTIFIED FINANCIAL PLANNER™ Professional who has been working in the financial planning industry since 2012. The CERTIFIED FINANCIAL PLANNER™ Professional designation is a formal recognition of expertise in the areas of financial planning, investments, taxes, insurance, estate planning, and retirement.

Since 2013 Caleb has been dedicated to developing lasting relationships with all of our clients, while helping them find solutions in their financial worlds.