Chase Caldwell

When COVID lockdowns brought the live events industry to a halt, my business an award-winning event company I had built from the ground up was suddenly in limbo.

Like many entrepreneurs, I faced uncertainty, but I also saw an opportunity. I leaned into the transferable skills that had made my business thrive: relationship-building, problem-solving, and guiding people through major life moments. Financial planning became a lifeline not just a career pivot, but a calling. Today, I specialize in personalized, fee-based Financial Planning for individuals, families, and business owners who value clarity, accountability, and long-term strategy. My goal is to help clients navigate financial complexity with confidence whether that’s retirement planning, tax-efficient strategies, or wealth protection strategies. I hold my CFP®, Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations, and I’m currently preparing for additional industry certifications while pursuing a Master’s in Financial Planning through The American College. With experience at both boutique and national firms across New York and Tampa, I’ve supported high-net-worth clients, coached advisors, and built a planning process to process that elevates clients experience. If you're looking for a planner who brings both professional insight and personal understanding to the table someone who treats your financial goals with the same care as their own let’s connect. Whether you're planning for what’s next or looking to build something bigger, I’d be honored to be part of your journey.