Investment Advisor Representative
Caleb services our clients by educating them about Medicare and taking care of their general requests. He also works directly under Pete Cymbalak as an Investment Advisor Representative. This allows him to gain experience creating retirement plans and how to service our client base best. Caleb graduated from Moody Bible Institute with a double major in 2021, and subsequently got married to his wife Erica right after. He enjoys anything and everything to do with the outdoors, cars, and football.
Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.
*We do not charge you for this evaluation and there is no obligation for you to work with an advisor if you proceed. However, please be aware that there are fees associated with when working with a financial professional. Please contact us for more information on the costs associated with personalized financial planning and investment management.
