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Caleb Stapp, Cpfa is listed as Pickleball Enthusiast | Dad of Five | Wealth Advisor Helping People Over 55 Retire With Confidence In Uncertain Times at Deep Creek Financial Planning, based in Deer Park, Washington, United States. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Caleb Stapp, Cpfa.
Caleb Stapp, Cpfa previously worked as Owner | Wealth Advisor at Deep Creek Financial Planning and Financial Advisor at Edward Jones. Caleb Stapp, Cpfa holds Master'S Degree, Divinity/Ministry from Gateway Seminary Of The Southern Baptist Convention.
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AeroLeads found 1 current-domain work email signal for Caleb Stapp, Cpfa. Compare company email patterns before reaching out.
Retired? Or you will be in a few years? Then its time to answer these three questions:1. Am I going to run out of money in retirement?2. How do I lower my lifetime tax bill?3. Are my investments the right kind to keep me happily retired AND leave the legacy I want?We have a simple no-cost process to help you get your questions answered while making an educated and informed decision about working with us.Schedule your Discovery Call at https://go.oncehub.com/CalebStapp or by calling 509-241-8306.WHAT TO EXPECT1. You'll call us or send us a message to schedule your 15-minute Discovery Call2. In our Discovery Call we get acquainted briefly to make sure we're a good match to spend more time together. You wouldn't go to a urologist for heart surgery. If we're not a good fit we will cheerfully introduce you to an advisor that's a better option for you.3. 1st Appointment: We start with what's most important to you. We document your expectations and concerns while gathering the information needed to complete a full review of your unique situation.4. Our In-Depth Analysis: Using years of experience and rigorous continuing education we'll prepare to answer your top questions... in plain English.5. 2nd Appointment: After I complete my in-depth analysis of your goals and the documents you shared with me I will walk you through an Executive Summary outlining where you're at today and what steps you need to take to get on track towards your goals. I provide a detailed explanation of the costs and benefits to doing business with us while answering your questions.At the end of this meeting we will ask you if you're ready for our help or if you'd like to Sleep On It.6. Start Doing Business: When you've decided we're a good fit to help you reach your goals we'll meet and get your finances organized, growing, protected, and ready to pass on to the next generation.Schedule your Discovery Call at https://go.oncehub.com/CalebStapp or by calling 509-241-8306.OUR RIGHT FITHardworking Savers: Our clients rarely describe themselves as "wealthy", but are hard working and diligent savers.Enjoyable People: Its a privilege, but we only work with people we would enjoy having coffee with whether they were clients or not.People Who Value Advice: Our clients know that their retirement and legacy are too important to leave to chance and they understand the value of enlisting a guide they can trust.Schedule your Discovery Call at https://go.oncehub.com/CalebStapp or by calling 509-241-8306.
Listed skills include Discipleship, Pastoral Care, Religion, Public Speaking, and 14 others.
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Deer Park, WA, US
Retired? Or you will be in a few years? Then its time to answer these three questions:1. Am I going to run out of money in retirement?2. How do I lower my lifetime tax bill?3. Are my investments the right kind to keep me happily retired AND leave the legacy I want?We have a simple no-cost process to help you get your questions answered while making an.
St. Louis, MO, US
After a decade of serving as a pastor on staff at a local church I was recruited by my Financial Advisor to follow in his footsteps and soon found that I loved helping people using the language of money and their goals.
I served the citizens of Deer Park as an elected official overseeing a $20M+ budget, leading initiatives to modernize park and city infrastructure, and specializing in communicating with the public.
After six years of serving as the Music and Youth Minister at First Baptist Church there was a recognition of my personal growth and the new roles I had been serving in so I was promoted to Associate Pastor. I oversaw the Worship Ministry and Student Ministry but my role was expanded to oversee Small Groups and Assimilation as well.
I contributed articles to the Deer Park Gazette on local politics and community events.
Deer Park, Washington, US
I sought to understand our client's needs and then help them find their custom technological or marketing solution. I also managed online content for the Deer Park Gazette and assisted in creating websites, writing business letters, and curating client's social media profiles.
I served the students at Deer Park Middle and High School by instructing them in a variety of subjects. My strengths were Music, English, and History.
After gaining my Emergency Substitute Teacher's credentials in January of 2017 I occasionally worked with students of all ages in the Riverside & Loon Lake School Districts.
Salem, OR, US
My responsibilities included running video and sound during chapel, planning and executing sound, lighting, and video for special events around campus, and running lights and/or sound for campus dramas.
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Caleb Stapp, Cpfa works for Deep Creek Financial Planning.
Caleb Stapp, Cpfa is listed as Pickleball Enthusiast | Dad of Five | Wealth Advisor Helping People Over 55 Retire With Confidence In Uncertain Times at Deep Creek Financial Planning.
AeroLeads has found 1 work email signal at @edwardjones.com for Caleb Stapp, Cpfa at Deep Creek Financial Planning.
Caleb Stapp, Cpfa is based in Deer Park, Washington, United States while working with Deep Creek Financial Planning.
Caleb Stapp, Cpfa has worked for Deep Creek Financial Planning, Edward Jones, City Of Deer Park, First Baptist Church, and Deer Park Gazette Llc.
You can use AeroLeads to view verified contact signals for Caleb Stapp, Cpfa at Deep Creek Financial Planning, including work email, phone, and LinkedIn data when available.
Caleb Stapp, Cpfa holds Master'S Degree, Divinity/Ministry from Gateway Seminary Of The Southern Baptist Convention.
Caleb Stapp, Cpfa is listed with skills including Discipleship, Pastoral Care, Religion, Public Speaking, Biblical Studies, Teaching, Theology, and Nonprofits.
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