About Caldera Wealth Management
Reviews for Caldera Wealth Management
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Monday: 7:30AM - 5PM
Tuesday: 7:30AM - 5PM
Wednesday: 7:30AM - 5PM
Thursday: 7:30AM - 5PM
Friday: 7:30AM - 5PM
Saturday: ClosedSunday: Closed
Caldera Wealth Management is a trusted full-service firm that has been providing financial planning, investing, and retirement plan services to individuals, families, and small to midsize businesses since 2008. The team, led by Principal Joe Caldera, is known for being genuine, professional, and caring. They regularly check in with clients to ensure their financial well-being and are always available to provide helpful guidance. With a patient and trustworthy approach, Caldera Wealth Management has earned a reputation for helping clients achieve their financial goals, including retirement plans. Their commitment to going above and beyond has earned them high praise from satisfied clients. Recently, clients praised their excellent guidance and personalized service. Joe Caldera is appreciated for his ethical approach, multiple certifications, and dedication to helping clients meet their goals. Customers have highlighted how Joe helps build a solid foundation and provides resources, making the process simple and satisfying. The staff, especially Jimmie in the front office, goes above and beyond to assist with setup and compliance, even when clients are last-minute. Clients also value the flexibility and reasonable rates of their solo 401k plans, which they can manage efficiently with the firm’s support. Compared to larger companies like Vanguard and Fidelity, Caldera Wealth Management handles all the complex paperwork and compliance issues, making the experience much easier and more personalized. Clients feel confident knowing their funds are managed with care, and they appreciate the extra effort the team puts into ensuring their needs are met. The firm’s approach stands out because they genuinely care about each individual, offering lessons, resources, and support that go well beyond standard services. Overall, Caldera Wealth Management is recognized for its trustworthy, personalized, and comprehensive financial services, with many clients feeling confident that their financial future is in good hands.
I’ve been working with this office for financial advisement, as well as to set up and administer my solo 401k, for the past year and have been so impressed with their services. Joe provides excellent financial guidance. He’s highly ethical, is a true fiduciary and has a bunch of extra special certifications.
Jimmie in the front office has really gone above and beyond to get me set up with a great solo 401k plan, even though I waited til the absolute last possible moment— he got it done and got me on the books for the tax year I wanted, which resulted in a very nice tax deduction that I would have otherwise missed out on. I love the flexibility of my solo...read full review
Joe Caldera is the ultimate Financial Planning and Management. Meeting with him in person is a pleasure, he helps you build a foundation and listens to your goals, then provides lessons and resources to make sure you meet those goals. This is not an AI generated review - I am speaking from personal experience. I never felt that Joe was pushing me or trying to sell me, I came away with the wonderful feeling that he really cares about each and every individual he meets with. He even makes free resources available to you, whether you use his services or not. He is also one of only I believe five people in the United States that has a particular license, and his multiple certifications are impeccable. Even if you already have financial planning in place, even if you could care less about your financial planning, even if you're 18 years old and don't even know what financial planning means, do yourself a favor and call Joe Caldera at Caldera Wealth Management
My wife and I were given guidance on our particular situation, which was eye opening. Joe confirmed information we were aware of and brought to light how to maximize of investments.