AeroLeads people directory · profile
Caleb Sanderson, Cfp® Email & Phone Number
Partner, Senior Retirement Plan Advisor
at
Curi Capital
1 work email found
@curicapital.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner, Senior Retirement Plan Advisor
Location
Raleigh, North Carolina, United States
Company size
Who is Caleb Sanderson, Cfp®? Overview
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Quick answer
Caleb Sanderson, Cfp® is listed as Partner, Senior Retirement Plan Advisor at Curi Capital, a company with 210 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at curicapital.com and a matched LinkedIn profile for Caleb Sanderson, Cfp®.
Caleb Sanderson, Cfp® previously worked as Partner, Retirement Plan Advisor at Curi Capital and Senior Manager | Retirement Plan Solutions at Curi Capital. Caleb Sanderson, Cfp® holds Bachelor Of Science (Bs), Economics from North Carolina State University.
Company email context
Email format at Curi Capital
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*@curicapital.com
71% confidence
AeroLeads found 1 current-domain work email signal for Caleb Sanderson, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Caleb Sanderson, Cfp®
I joined the financial advisory industry for one purpose: Help every person I can meet their financial goals. I do this by working with business owners maximize their retirement plans potential, speak one on one with retirement plan participants to achieve full financial wellness, and build goal based financial plans for individual clients. Through a full team effort we are able to meet the fiduciary needs of plan sponsors and exceed all participant expectations!In my free time I love seeing local live musicians preform, a good cup of coffee, and hosting cookouts for my friends and family.
Listed skills include Economics, Accounting, Public Relations, Microsoft Office, and 8 others.
Current workplace
Caleb Sanderson, Cfp®'s current company
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Curi Capital
8 roles
Caleb Sanderson, Cfp® work experience
A career timeline built from the work history available for this profile.
Partner, Retirement Plan Advisor
Current
Jan 2024 - Present
Senior Manager | Retirement Plan Solutions
I help my clients by asking one simple question: How can I help? Through that question, my day to day typically includes the below.- Lead Financial Advisor for institutional and personal wealth clients- Give independent fiduciary advice- Consulting on retirement plan design- Meet with plan participants one-on-one both in person and over the phone - Build.
Jan 2022 - Dec 2023
Manager | Retirement Plan Solutions
- Lead relationship manager for institutional clients, overseeing all daily operations of retirement plans and advising on future operations, including investment search and selection, 3(21) or 3(38) fiduciary tasks, recordkeeper issues, and compliance & ERISA.- Leads all group education sessions and conducts one-on-one meetings with participants to coach.
Jan 2019 - Dec 2021
Senior Associate | Institutional Solutions
- Performed retirement plan level RFPs, including benchmarking recordkeeping and vendor costs against the industry, and evaluating various retirement plan recordkeepers.- Served as subject matter expert on recordkeepers in client meetings, revamped daily practices for more scalable solutions, and implemented new technologies to help streamline processes.
Sep 2016 - Jan 2019
Research Associate
North Carolina Freeenterprise Foundation
- Analyzed and maintained large data sets, applied them to company databases for various publications- Responsible for research, data collection, and application of the foundation’s recently released application. Calculated economic data, voter demographics, and various voting application data sets to give the best presentation to donors.
Jul 2015 - Jan 2016
May 2014 - Jul 2014
Intern
North Carolina Freeenterprise Foundation
Jan 2014 - Apr 2014
Team & coworkers
Colleagues at Curi Capital
Other employees you can reach at curicapital.com. View company contacts for 210 employees →
JP
Jessica Pierce Pasquale, Cfp®
Colleague at Curi Capital
Raleigh, North Carolina, United States, United States
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CC
Curi Capital
Colleague at Curi Capital
Raleigh, North Carolina, United States, United States
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FC
Frances Cronlund
Colleague at Curi Capital
Raleigh-Durham-Chapel Hill Area, United States
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Jessica Pierce Pasquale, Cfp®
Colleague at Curi Capital
Raleigh, North Carolina, United States, United States
View →
CC
Curi Capital
Colleague at Curi Capital
Raleigh, North Carolina, United States, United States
View →
FC
Frances Cronlund
Colleague at Curi Capital
Raleigh-Durham-Chapel Hill Area, United States
View →
2 education records
Caleb Sanderson, Cfp® education
Bachelor Of Science (Bs), Economics
Bachelor'S Degree, Economics
FAQ
Frequently asked questions about Caleb Sanderson, Cfp®
Quick answers generated from the profile data available on this page.
What company does Caleb Sanderson, Cfp® work for?
Caleb Sanderson, Cfp® works for Curi Capital.
What is Caleb Sanderson, Cfp®'s role at Curi Capital?
Caleb Sanderson, Cfp® is listed as Partner, Senior Retirement Plan Advisor at Curi Capital.
What is Caleb Sanderson, Cfp®'s email address?
AeroLeads has found 1 work email signal at @curicapital.com for Caleb Sanderson, Cfp® at Curi Capital.
Where is Caleb Sanderson, Cfp® based?
Caleb Sanderson, Cfp® is based in Raleigh, North Carolina, United States while working with Curi Capital.
What companies has Caleb Sanderson, Cfp® worked for?
Caleb Sanderson, Cfp® has worked for Curi Capital, Captrust, North Carolina Freeenterprise Foundation, and North Carolina General Assembly.
Who are Caleb Sanderson, Cfp®'s colleagues at Curi Capital?
Caleb Sanderson, Cfp®'s colleagues at Curi Capital include Jessica Pierce Pasquale, Cfp®, Curi Capital, and Frances Cronlund.
How can I contact Caleb Sanderson, Cfp®?
You can use AeroLeads to view verified contact signals for Caleb Sanderson, Cfp® at Curi Capital, including work email, phone, and LinkedIn data when available.
What schools did Caleb Sanderson, Cfp® attend?
Caleb Sanderson, Cfp® holds Bachelor Of Science (Bs), Economics from North Carolina State University.
What skills is Caleb Sanderson, Cfp® known for?
Caleb Sanderson, Cfp® is listed with skills including Economics, Accounting, Public Relations, Microsoft Office, Microsoft Word, Microsoft Excel, Research, and Data Analysis.
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