Our Team

Joseph A Caldera, CRPS, AAMS

Accreditations & Licenses

Series 7 and 66

Accredited Asset Management Specialist (AAMS)

Chartered Retirement Plan Specialist (CRPS)

Bachelor of Science in Business Administration, Management

Life, Fixed, and Variable Insurance

 For more than 12 years, Joe and his team have been financial educators and believe that their success has been built on well-informed clients making better decisions and maintaining a disciplined strategy.  He focuses on simplifying complex issues so his clients understand.Joe provides financial, investment, and estate planning solutions that work together to support his client's unique needs and objectives. 

Joe is viewed as a financial quarterback—he works with his clients’ CPAs, attorneys and other advisers to create a unified financial plan.  He inspires families and businesses to become better stewards of their financial assets. 

He graduated with a Bachelors of Science in Business Administration from the University of Nevada, Las Vegas, and is accredited by the College of Financial Planning in Colorado as an Accredited Asset Management Specialist. 

Joe worked as a Financial Consultant at Quick & Reilly and A.G. Edwards prior to becoming an independant advisor, now working for his client.  His passion is to help clients gain a perspective on true wealth.

Joe has earned the reputation as being a “respected advisor” by the community and his peers.  He has lived in Las Vegas since 1988 and is active in the community. 

Joe is an elected member of the Las Vegas Chamber of Commerce Business Council and currently servers that the Vice President.  He is also the Past Chairman for the Las Vegas “Customer Service Excellence Program.”  For relaxation, he enjoys time with family, scuba diving, and traveling.

He is an experienced advisor worth trusting to help achieve true wealth.