Caleb Stertzer Email & Phone Number

I am a Financial Advisor at Bluestone Wealth Partners. I work primarily with individuals and couples who are either in or preparing for retirement. I develop and create comprehensive financial plans that are designed to integrate all areas of an individuals finances into one plan.I provide great value to my clients because I am up to date on our constantly changing field. I embrace each new client with the energy and attention to detail that they deserve. Due to our independent nature, we are not required to use any specific company or vendors for investments/insurance to implement within the plan.When I am not working, I am usually either spending time with my wife and kids or watching/playing sports. While I was attending Taylor University, I was a pitcher on the baseball team and have taken the lessons that I learned from this to my professional life. My desire to put in extra hours to do things the right way can be attributed to my time playing team sports.• Securities offered through LPL Financial, Member FINRA/SIPC . For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Finance, Retirement, Retirement Planning, Customer Service, and 5 others.

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  Taylor University

  Finance