CERTIFIED FINANCIAL PLANNER™, Asset Management Specialist (AAMS), Accredited Investment Fiduciary (AIF), Chartered Retirement Plan Specialist (CRPS)
As the Managing Partner and Wealth Advisor of Caldera Wealth Management, Joe and his team have set themselves apart through experience, resources, and performance while employing a disciplined client-centered philosophy. Mr. Caldera and his team build complete and unique financial plans with strategies that help build and preserve wealth, and reduce or defer taxes with respect to their goals, tax situations, risk tolerance, and time horizons.
Joe has personal clients located in 22 US states. The majority of his existing clients are made up of highly compensated individuals and retirees. He specializes in business and individual retirement planning, where his clients can take advantage of the new federal tax laws. In addition, Joe provides business needs and portfolio review analysis, high-net-worth strategies, including asset protection, tax reduction or deferral options, concentrated equity solutions, college funding, and succession planning.
Joe graduated with a Bachelor of Science in Business Administration from the University of Nevada, Las Vegas (UNLV), and is accredited by the College of Financial Planning in Colorado as an Accredited Asset Management Specialist and Charter Retirement Plan Specialist. He is also a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary, providing prudent stewardship for all his clients.
Before becoming a principal at Caldera Wealth Management, Mr. Caldera worked as a financial consultant at A.G. Edwards and Quick & Reilly. His education, combined with 25 years of professional and personal experience in the financial industry, affords Joe a depth of knowledge and experience in the industry.
He believes that in today’s financial environment, investors and businesses need services and tailored financial guidance more than ever for their financial security. “Investment plans are not one size fits all, and the best tailor is the one with the perfect fit.”
At Caldera Wealth, you will find a simple agreement with client-focused agreements and low fees. His commitment is to make a recommendation only after obtaining and understanding your financial assets, personal goals, and ability to accept risk while promising to maintain strict confidentiality. Overall, their strength is their integrity and process.
Joe has lived in Las Vegas since 1988 and is active in the community. For relaxation, Joe enjoys time with his three kids and family.
Registered with Clients in 22 U.S. States: Alaska, Arizona, California, Colorado, Florida, Hawaii, Iowa, Kansas, Louisiana, Maine, Nevada, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia, and Washington.
Education: Accredited Investment Fiduciary—AIF®, Center for Fiduciary Studies, July 2013; Chartered Retirement Plan Specialist—CRPS®, College for Financial Planning, July 2005; Executive Certificate in Financial Planning, a CFP Board Registered Program, May 2005; Accredited Asset Management Specialist—AAMS®, College for Financial Planning, Aug. 2001; B.S. in Business Administration & Management, University of Las Vegas, NV, May 1998. Awards: President of the Year, 2010, 2011, A distinguished award from LeTIP, an organization made up of businesses dedicated to the highest standards of competence and service. All members must maintain the highest professional integrity.
Caldera Wealth is a full-service financial firm, serving clients throughout the United States. Our firm specializes in creating tailored financial strategies, investment models, low cost 401(k), that address complex wealth management issues or business obstacles.
Caldera Wealth is known for its white-glove approach while keeping fees low. Making it easy is the cornerstone of our work with clients. We listen first and prioritize your concerns. Our service to you is of the utmost importance. Our goal is to provide value and trusted advice.
LPL Financial is our back office and is one of the nation's leading financial services companies. LPL is a publicly-traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. For more information about LPL Financial, visit www.lpl.com.