Caldera Wealth Management Group

Caldera Wealth is a full-service financial firm that helps small and mid-size businesses gain access to affordable and efficient retirement plans while providing tools for employees to strengthen their financial literacy. ACCREDITATIONS & LICENSES Series 7, 66 securities registrations held through LPL Financial Accredited Asset Management Specialist (AAMS®) Accredited Investment Fiduciary (AIF®) Chartered Retirement Plan Specialist (CRPS®) Bachelor of Science in Business Administration, Management Life, Health, Disability, Fixed, and Variable Insurance Mr. Joe Caldera is an accredited financial advisor for 23 years. He specializes in wealth management and retirement plans. His success has been built on well-informed clients making better decisions and maintaining a disciplined strategy. He focuses on simplifying complex issues so his clients understand. Joe provides financial, investment, retirement, and estate planning strategies that work together to support his client's unique needs and objectives. Joe is a diligent financial advisor, working with his clients' CPAs, attorneys, and other advisers to create a unified plan. He strives to keep it simple and help families and businesses to become better stewards of their financial assets. Joe supports many businesses and non-profits with retirement plan needs. He is also the advisor to the Association Retirement Plan sponsored by the Las Vegas Chamber of Commerce, one of the first Association Retirement Plans in the country. This is an affordable and robust 401(k) plan available to small and mid-size businesses. Joe provides the plan support to manage their fiduciary responsibilities and assistance negotiating fees. Joe is an LPL registered investment advisor representative and custodies his client's assets with LPL Financial. LPL was formed in 1989 through the merger of two small brokerage firms, Linsco and Private Ledger (founded in 1968 and 1973, respectively).

Website

http://www.CalderaWealth.com

External link for Caldera Wealth Management Group

Industry

Financial Services

Company size

2-10 employees

Headquarters

Las Vegas, Nevada

Type

Self-Employed

Founded

2003