Today we’d like to introduce you to Kameron Caldwell. They and their team shared their story with us below:
Kameron Caldwell is the Founding Partner of Caldwell Wealth Management for the Dallas Headquarters Location, with a background in Finance Sales with 10 years of experience.
Humble Beginnings started with The Sims Financial Group, INC, based in Memphis, Tennessee, and other various states with being trained by this very prestigious boutique firm that’s been in the Financial Planning industry for 50 plus years.
Mr. Caldwell’s goal is helping clients protect their financial security as they plan for retirement because we understand that our clients are the most important part of the firm and that personalized service is essential when matching clients with the right financial products and services. Whether your current goals involve financing a child’s college education or planning for retirement, we want to help you make the best decisions with your money.
Mr. Caldwell holds the CCFS® destination, which is a Certified College Funding Specialist. The CCFS® is the premier college financial funding designation in the financial industry. We serve the public interest by promoting the value of professional, competent and ethical college financial planning services, as recognized by those who have attained CCFS® (Certified College Funding Specialist™) designation.
Kameron Caldwell is licensed in Illinois, Tennessee, Mississippi, Texas, Michigan, Ohio, South Carolina, Virginia, Georgia, and South Dakota. He also can obtain licenses to service you if you are not currently in these states listed.
Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims and ensure you are comfortable everything is moving forward according to plan.
Alright, so let’s dig a little deeper into the story – has it been an easy path overall, and if not, what were the challenges you’ve had to overcome?
Yes, it’s been very smooth with the help of my mentor Charles Sims Jr. who’s a CFP (Certified Financial Planner) and he’s been in the business for 50 plus years so I’m always picking his brain every chance I get.
As you know, we’re big fans of Caldwell Wealth Management. For our readers who might not be as familiar, what can you tell them about the brand?
We are Certified College Funding Specialists; we take our craft seriously when it comes to College and Retirement Planning for our existing clients and new clients.
We specialize in a numerous number of things in the financial sector, but the most important thing we specialize in is making sure the client’s need are always first.
We offer a wide variety of Financial Services for our clients, and we always do what’s called a Six Step process to secure Financial Security for you and your loved ones.
We’re always looking for the lessons that can be learned in any situation, including tragic ones like the Covid-19 crisis. Are there any lessons you’ve learned that you can share?
Prepare, Prepare, Prepare!
Life isn’t promised, so make sure you plan for your future for you and your loved ones.
Contact Info:
- Website: www.CaldwellWealth.com
- Linkedin: https://www.linkedin.com/in/kameron-caldwell-942b5b203
