Caleb Brian, Cfp®
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Caleb Brian, Cfp® Email & Phone Number

Senior Director of Wealth Planning at True North Advisors at True North Advisors
Location: Dallas, Texas, United States 11 work roles 1 school
1 work email found @truenorthadvisors.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email c****@truenorthadvisors.com
LinkedIn Profile matched
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Current company
True North Advisors
Role
Senior Director of Wealth Planning at True North Advisors
Location
Dallas, Texas, United States
Company size
43 employees

Who is Caleb Brian, Cfp®? Overview

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Quick answer

Caleb Brian, Cfp® is listed as Senior Director of Wealth Planning at True North Advisors at True North Advisors, a company with 43 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at truenorthadvisors.com and a matched LinkedIn profile for Caleb Brian, Cfp®.

Caleb Brian, Cfp® previously worked as Senior Director of Wealth Planning at True North Advisors and Director of Wealth Planning at True North Advisors. Caleb Brian, Cfp® holds Bachelor Of Science Cum Laude, Personal Financial Planning from Texas Tech University.

Company email context

Email format at True North Advisors

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*@truenorthadvisors.com
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AeroLeads found 1 current-domain work email signal for Caleb Brian, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Caleb Brian, Cfp®

Caleb Brian, Cfp® is a Senior Director of Wealth Planning at True North Advisors at True North Advisors.

Current workplace

Caleb Brian, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

True North Advisors
True North Advisors
Senior Director of Wealth Planning at True North Advisors
dallas, texas, united states
Website
truenorthadvisors.com
Employees
43
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Company profile
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11 roles

Caleb Brian, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Director Of Wealth Planning

Current
True North Advisors

Dallas-Fort Worth Metroplex

Jan 2024 - Present

Director Of Wealth Planning

True North Advisors

Dallas-Fort Worth Metroplex

Oct 2022 - Jan 2024

Analyst, Client Advisory Team

Tolleson Wealth Management

Dallas/Fort Worth Area

May 2013 - Jan 2016

Portfolio Associate

Robertson, Griege & Thoele

Dallas, TX

May 2012 - May 2013

Capital Strategy Intern

Lee Financial Corp

Dallas, TX

May 2011 - Aug 2011

Financial Planning Intern

Usaa

San Antonio, TX

Jun 2010 - Aug 2010
Team & coworkers

Colleagues at True North Advisors

Other employees you can reach at truenorthadvisors.com. View company contacts for 43 employees →

AW Andrew Waymire Andrew Waymire Colleague at True North Advisors Dallas, Texas, United States, United States View → SR Susan Rowinski Susan Rowinski Colleague at True North Advisors New York City Metropolitan Area, United States View → NP Nick Parenica Nick Parenica Colleague at True North Advisors The Colony, Texas, United States, United States View → ZK Zachary Kuhlman Zachary Kuhlman Colleague at True North Advisors United States, United States View → SC Summer Chollar Summer Chollar Colleague at True North Advisors Mckinney, Texas, United States, United States View → BB Barry Beal Barry Beal Colleague at True North Advisors Dallas, Texas, United States, United States View → KC Kellie Crewse, Cpwa® Kellie Crewse, Cpwa® Colleague at True North Advisors Dallas, Texas, United States, United States View → EW Emma Wolf Emma Wolf Colleague at True North Advisors League City, Texas, United States, United States View → MW Mark Walsh, Cpwa® Mark Walsh, Cpwa® Colleague at True North Advisors Dallas-Fort Worth Metroplex, United States View → SM Stephanie Magilow Stephanie Magilow Colleague at True North Advisors Dallas, Texas, United States, United States View →
1 education record

Caleb Brian, Cfp® education

FAQ

Frequently asked questions about Caleb Brian, Cfp®

Quick answers generated from the profile data available on this page.

What company does Caleb Brian, Cfp® work for?

Caleb Brian, Cfp® works for True North Advisors.

What is Caleb Brian, Cfp®'s role at True North Advisors?

Caleb Brian, Cfp® is listed as Senior Director of Wealth Planning at True North Advisors at True North Advisors.

What is Caleb Brian, Cfp®'s email address?

AeroLeads has found 1 work email signal at @truenorthadvisors.com for Caleb Brian, Cfp® at True North Advisors.

Where is Caleb Brian, Cfp® based?

Caleb Brian, Cfp® is based in Dallas, Texas, United States while working with True North Advisors.

What companies has Caleb Brian, Cfp® worked for?

Caleb Brian, Cfp® has worked for True North Advisors, Tolleson Wealth Management, Robertson, Griege & Thoele, Lowell Wealth Management, and Lee Financial Corp.

Who are Caleb Brian, Cfp®'s colleagues at True North Advisors?

Caleb Brian, Cfp®'s colleagues at True North Advisors include Andrew Waymire, Susan Rowinski, Nick Parenica, Zachary Kuhlman, and Summer Chollar.

How can I contact Caleb Brian, Cfp®?

You can use AeroLeads to view verified contact signals for Caleb Brian, Cfp® at True North Advisors, including work email, phone, and LinkedIn data when available.

What schools did Caleb Brian, Cfp® attend?

Caleb Brian, Cfp® holds Bachelor Of Science Cum Laude, Personal Financial Planning from Texas Tech University.

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