Caleb Padgett
Certifications
My goal as a Wealth Advisor is to get to know you on a personal level so that I can help you with both your short- and long-term goals, as well as be there for you when questions or different needs inevitably arise.
“I love what I do because I get to help individuals and families work toward their financial and personal goals while building long-term, meaningful relationships.”
I want to help make your financial journey as stress-free as possible. In my career, I have assisted clients with financial decisions from all angles including retirement, unexpected loss of a loved one, child savings, and saving for a home. Once we’ve established a plan, we will work together to ensure you are staying on track, as well as adjusting accordingly when life throws a curve ball your way. As a new father, I know how quickly things can change.
I graduated from Pittsburg State University and currently live in Shawnee, Kansas with my wife and our baby boy. In my free time, I enjoy staying active by going to the gym, playing tennis, and entertaining my son.
Call today to set up a no-obligation conversation about your financial well-being.
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and Wealth Management by CommunityAmerica are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
Link to the Copper Financial Customer Relationship Summary.
Investment and insurance products offered through Copper Financial:
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Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Obligations of or Guaranteed by the Credit Union |
May Lose Value |
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